Our team strives to make our clients’ lives Better, Richer, Fuller®. We do that by using our Your Financial House® process to help us fully understand the dreams and goals of our clients and how it all ties to their portfolios.
Watch or listen to this educational episode to hear Greg Powell and the Financial Planning team go over topics such as tax planning, gifting, real estate, and more that you might need to know about before the end of the year.
Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here
Jason Hatley, CPA
Vice President
Financial Planning Manager
Email Jason Hatley here
Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here
Max Taylor, CPA
Senior Vice President
Wealth Consultant
Email Max Taylor 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.
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