Your Plan, Our Process

We wanted to give you the opportunity to get a sneak peek into our Financial Planning process. Watch as we peel back the curtain on just some of the many things we can provide in this unique process.

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan here

Yvette Maddox
Financial Planning Coordinator
Email Yvette Maddox here

Jason Hatley, CPA
Vice President
Financial Planning Coordinator
Email Jason Hatley here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

#339 Client Q&A #337 Good News, Bad News