Investing Insights eNewsletter

Christmas video: Smartphones, iPads and holiday magic! Watch the video here:fi-Plan Partners Christmas Video

Account View Resource Center24 hour client account view

Current Economica and Market Outlook
Get our latest market outlook from our Portfolio Strategies Team here.

Investors' Insights Podcast

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Why Should You Work with Us?

Five reasons

 

1. We have the strategies designed to grow your wealth: 3advisors pic

 

Our financial planning team rises above the competition by creating portfolio strategies designed to protect and grow your wealth.


 

 

2. We are a team of financial investment specialists:

You deserve a whole team of financial experts who will work with you to bring you to a higher quality of life.

 

Click here to meet your team of financial specialists

 

3. Our unique process called Your Financial House:
Your Financial House logo

 

Your Financial House© is designed to reduce your anxieties, enhance your strengths, and give you the knowledge to do both.

 

 

 

 

4. We put you first because we are independent:Greg with Client pic

You will find no corporate politics here because we are independent. Being an independent financial planning firm means unlike other companies, we have access to every investment, not just ones that look out for the interests of the company. We are independent. We put you first.

 

 

5. We have a proven track record:

Over 31 years in the financial service industry is a track record not many others have. Greg Powell, President and CEO, is an inductee to the Advisor Hall of Fame by Research Magazine, an honor reserved for those who are, according to the editors, "judged by the clients, their colleagues, and by industry notables as representing the very best the industry has to offer."