As a business owner, there are things related to your finances such as building your wealth with assets not tied to the market, that are important to talk about when thinking about your financial future.
In this week’s educational vlog, Greg Powell and Ashley Page dive into the unique services that Fi Plan Partners offers to Business Owners that prepare them for the future and help them face anxieties.
Watch this video to learn more or listen to this episode on our Investors Insights and Market Update podcast.
Greg Powell, CIMA®
President and CEO
Email Greg Powell here
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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