Resources

Reserve your free excerpt

Do you want a Better, Richer, Fuller life?

Reserve your free copy of the first four chapters of Greg Powell’s new book, Better, Richer, Fuller, and it will be emailed to you as soon as it is available.

Reserve Book

All information is kept private

Free Mobile App

Fi Plan Partner's Mobile App

With Fi Plan Partners’ Mobile App, your Account View is conveniently available on smart devices.

Features of our free financial mobile apps:

  • View your account
  • Receive important investment and market updates
  • Use calculators
  • Watch videos
  • Make appointments and more

Search “Fi Plan Partners” on Apple’s App Store or the Google Play Store.

Watch App Overview

Learn more about Fi Plan Partner's free App.

Watch a 30-second overview and then download Fi Plan Partners’ free financial App straight to your mobile device.

Select your device:

Our Services

As a fee-based firm, we earn our money by helping you succeed.

Fee-Based Investing

Fee-based, without commissions. Fi Plan Partners is fee-based in order to be the very best stewards of your financial future and long-term partners.

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Financial Planning

Your goals are yours alone. Our disciplined financial planning and private wealth management support you in the creation of long-term financial independence.

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Portfolio Strategies

Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.

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Client Relations

At Fi Plan Partners, relationships aren’t just important. They are everything, Exceptional service is the foundation of how we work.

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