At Fi Plan Partners, we take great pride in working with business owners to help them build, grow, and sell their businesses. Our goal is to help business owners build valuable companies, have stronger personal financial plans, and align their personal goals.
In this episode, you will hear from Bobby Norman, CFP®, AIF®, CEPA®, Managing Director of Fi Plan Partners. He goes over his Certified Exit Planning Advisor designation and how it has helped him offer specialized services to our business owner clients, as well as a comprehensive strategy around their business and personal financial planning.
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based 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.
Fi Plan Partners and LPL Financial do not offer business valuation services.