Financial Planning Services

Financial planning. Financial partnership.

It’s not about numbers. It’s about trust. Beyond the spreadsheets, past the reports, there is no substitute for honest communication, shared goals, and awareness of the client’s priorities.

At Fi Plan Partners, we have a financial planning experience that our clients enjoy because of the communication and the dialogue we have with them. Our thought-provoking questions open up all kinds of possibilities and strategies for helping clients, such as you, pursue the dreams you never thought possible.

Financial planning services

  • Estate Planning / Wealth Transfer
  • Goal / Major Purchase Planning
  • Coordination with existing corporate attorney, estate attorney or CPA
  • Education Planning
  • Divorce Financial Analysis / Planning
  • Special Needs Planning
  • Mortgage / Debt Assistance
  • Financing Options
  • Personal Financial Tools
  • Goal Planning
  • Retirement Planning
  • Net Worth
  • Cashflow
  • Risk Assessment
  • Portfolio Analysis
  • Dependent Planning / Eldercare Benefits
  • Insurance Services

Team Members

Jon Roberts
Senior Vice President
CFP®, MBA, Wealth Consultant
Work Phone: (205) 989-3498
Email: jroberts@fiplanpartners.com

Our Services

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

Financial Planning

Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your 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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Business Consulting

We help our clients with all assets, which includes wealth not invested in the market. From consulting on business acquisition to assisting in the smooth transition of businesses from one owner to the next, we are here to help every step of the way.

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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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Schedule your appointment today.

Meet with us and begin planning your richer, fuller life.