Depending on your situation, it may be a good time for you to take advantage of this low interest rate environment by refinancing your mortgage.
Watch or listen to this week’s episode of Investors’ Insights and Market Update to see if this could possibly be an option for you.
Please contact our team if you would like to discuss this topic in more detail.
Greg Powell, CIMA®
President and CEO
Email Greg Powell here
Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here
Jason Hatley, CPA
Financial Planning Manager
Email Jason Hatley here
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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