At Fi Plan Partners, we implement high-tech, high-touch strategies to make sure our clients have an effortless experience.
In this video, Greg, Adam, and Felicia go over a few areas where smart and innovative technology is used and designed to eliminate stress and anxiety for our clients. Here are a few:
- Virtual Meetings
- Social Distancing Meetings
- 24 Access to Your Information
- Easily Accessible Financial Tools
- Fi Plan Partners App Icon
Contact a team member today if you would like additional information regarding the technology and services provided by Fi Plan Partners.
Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here
Adam Vansant, AIF®
Associate Vice President
Wealth Consultant
Email Adam Vansant here
Felicia Ludlum
Director of Business Integration
Email Felicia Ludlum 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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