Fi Plan Partners has offered Business Consulting as a service since its founding. Being able to offer that type of service is one of the things that makes us unique and helps us to stand out among other wealth management firms.
What is Business Consulting? It’s the process of helping our clients manage risk with financial assets that are not in markets. Some examples of that include:
• Owner-Managed Businesses
• Buying, Selling, and/or Managing Businesses
• Commercial Real Estate and Where They Receive Income
• Residential Real Estate and Where They Receive Income
• Beach Front Property That is Owned and/or Rented
• Timberland and Farmland
• Need Help with Financing All of The Above
Business consulting works closely with our financial planning staff to offer “turnkey” solutions to these challenges. Our main goal is to have our firm be truly “holistic” in our ability to have various assets, whether they are in markets or not, work for you in a powerful, coordinated way.
Ashley Page, JD, MBA
Senior Vice President
Email Ashley Page 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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