Featured Insights

February 16, 2011

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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February 16, 2011

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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February 16, 2011

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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February 16, 2011

Wills and Beneficiaries

This week’s educational episode comes from our Financial Planning Manager, Jason Hatley. He goes over the importance of having the same beneficiaries on your will as you do on your...

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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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