Fi Plan Partners Portfolio Strategies Team

The Portfolio Strategies Team

The Fi Plan Partners Portfolio Strategies Team explains how your portfolio ties into your Financial Blueprint™ to help you work toward your dreams and goals. They explain the strategies used to make sure each client’s portfolio is operating the way it should be and how we are unique in that we have a full team that watches your portfolio rather than just one person.

This video provides a deeper look into what you can expect out of our Portfolio Strategies Team when becoming a client. Watch to discover more about our portfolio process and how it relates to our Better, Richer, Fuller™ philosophy.

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Bobby Norman, CFP®, AIF®
Managing Director
Wealth Consultant
Email Bobby Norman here

Ashley Page, JD, MBA
Senior Vice President
Wealth Consultant
Email Ashley Page here

Trey Booth, CFA®, AIF®
Senior Vice President
Wealth Consultant
Email Trey Booth here

Adam Vansant, AIF®
Associate Vice President
Wealth Consultant
Email Adam Vansant 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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