In order to kick off this week’s celebration of Fi Plan Partners’ 17th anniversary, this week’s educational episode is all about President, Greg Powell sitting down with Associate Vice President, Ty Miller, to discuss market trends, portfolios, and how Fi Plan Partners is unique compared to other firms.
Greg Powell, CIMA®
President and CEO
Email Greg Powell here
Associate Vice President
Email Ty Miller 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.
Podcast: Play in new window | Download