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  • Home
  • Team
  • What We Do
    • Financial Planning
    • Portfolio Strategies
    • Business Consulting
    • Client Relations
  • The Process
    • Your Financial House
    • Fee-based Investing
    • Personal Financial Tools
  • News
    • Investor’s Insights and Market Updates
    • In the Media
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
Career Transition: Opportunity Or Anxiety?
FAQs Investment Answers Video
Career Transition: Opportunity Or Anxiety?
September 25, 2013 Comments

Are you in a career transition or thinking about making one? Making a change like this can create great anxiety in someone’s life. In our...

Changes In The Dow And Your Portfolio
Investment Answers Video
Changes In The Dow And Your Portfolio
September 19, 2013 Comments

One of the big news items in the financial world is the three stocks that were removed from the Dow Jones Industrial Average and the three stocks...

Economic Update On The Matt Murphy Show 09/09/13
Economic Outlook Video
Economic Update On The Matt Murphy Show 09/09/13
September 9, 2013 Comments

As a wealth consultant and financial advisor I get invited to talk on the Matt Murphy Show about the current economic climate and give my...

Your Retirement: Is it Enough And Will It Last?
retirement Video
Your Retirement: Is it Enough And Will It Last?
September 4, 2013 Comments

Knowing whether you have enough saved for retirement and if it will last, can only ultimately be achieved with a complete financial blueprint. If...

How The Mid-East Could Affect Your Portfolio
Economic Outlook Investment Answers Video
How The Mid-East Could Affect Your Portfolio
August 30, 2013 Comments

Could what is happening right now in the with Syria, Egypt and Iran in the Middle East affect your portfolio? When the news broke that Syria was...

When Spouses Can’t Agree On Money And How To Invest
Investment Answers Video
When Spouses Can’t Agree On Money And How To Invest
July 31, 2013 Comments

When spouses disagree on money and investing, it can be an unsettling thing in a marriage. The key is communication, asking the right questions...

The Affordable Healthcare Act And Your Investments
Investment Answers Video
The Affordable Healthcare Act And Your Investments
July 25, 2013 Comments

The Affordable Healthcare Act has many business owners and companies worried. They are trying to figure out the exact impact it will have on them...

Proactive Investment Decisions
Investment Answers Video
Proactive Investment Decisions
July 10, 2013 Comments

Many investors are worried about their bond investments as the stock market has gone up.  Many investors are asking if we are in another bubble. ...

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Fi Plan Partners is an investment, wealth management, and financial planning firm located in Birmingham, AL
serving clients across the nation. Securities, financial planning, and advisory services offered through LPL
Financial, a registered investment advisor.  Member FINRA/SIPC ©

 

5825 Feldspar Way, Hoover, Alabama 35244 | Phone: (205) 989-3498 | Toll Free: (888) 989-3498


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