Featured Insights

December 30, 2009

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...

Read More

December 30, 2009

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....

Read More

December 30, 2009

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...

Read More

Latest Podcasts


Latest Insights

View More

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.

Learn More

Subscribe to Our Insights

Every Monday & Thursday, our video blog gives you everything you need to know about the trends moving today’s markets with concise analysis.