Featured Insights

January 13, 2010

When to Avoid Making Financial Decisions

Here we go again... Today Bloomberg.com and the Wall Street Journal are reporting that the White House and Congressional leaders are considering to hit the banks with a fee due...

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January 13, 2010

Wills and Beneficiaries

Here we go again... Today Bloomberg.com and the Wall Street Journal are reporting that the White House and Congressional leaders are considering to hit the banks with a fee due...

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January 13, 2010

401(k) Basics

Here we go again... Today Bloomberg.com and the Wall Street Journal are reporting that the White House and Congressional leaders are considering to hit the banks with a fee due...

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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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