Financial Planning Tips for Homeowners

If you are a homeowner, it’s important to be aware of the key financial planning topics that can help you make informed decisions about your home and your future. In this educational episode, Mark Hume goes over some of the most important dos and don’ts regarding home insurance and decisions surrounding your deed and mortgage. With these tips, you can ensure you’re prepared for whatever comes your way as a homeowner.


Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here

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 tax or legal advice or services. We suggest speaking to a tax or legal professional regarding your specific situation. 


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