Featured Insights

17 hours ago

New RMD Rules for 2023

In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secure 2.0 Act. Watch as Mark Hume...

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17 hours ago

Behind the Screens

You don’t want to miss this week’s special episode of Investors’ Insights, where Greg Powell and Trey Booth answer a popular question that we often hear, “What is the purpose...

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17 hours ago

What is the S&P 500?

The 500 Often when you hear people talk about the market, they’re talking about the S&P 500. The S&P 500 represents the 500 largest publicly-traded companies in the United States....

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17 hours ago

Wills and Beneficiaries

In this educational episode, Financial Planning Manager Jason Hatley emphasizes the significance of having the same beneficiaries on both your will and your retirement and investment accounts. This crucial step...

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Don't Leave Your Future to Chance


People spend countless hours planning everything from careers, to weddings, to vacations. Yet far too many people neglect to plan for their financial future. And many of these same people fail to achieve financial goals and live the life they want.

At Fi Plan Partners, we believe nothing is more critical than planning for your financial well-being. Because only through careful planning — and embracing and adhering to your plan — can you build and live a Better, Richer, Fuller® life.

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