Do you or someone you know own a business? Do you have a solid plan in place for your business? Succession planning for business owners provides a vision for the future, mitigating distractions and uncertainties. If you don’t have a plan in place or if you have a plan and need it evaluated, that’s something we can help you with! We specialize in planning for business owners, like you. We will make sure your Financial Blueprint is in line with your personal and business goals for the future.
Greg Powell, CIMA®
President and CEO
Email Greg Powell here
Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan 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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