With 2020 coming to an end, it’s important to look at New Year Financial Resolutions for 2021.
Bobby Norman, our Managing Director, lists 5 resolutions that could come in handy:

• Create A Spending Plan
• Refinance Debt
• Examine Insurance Coverage
• Review Legal Documents
• Update Your Financial Plan

To serve you properly and in a timely manner, please give us a call as soon as possible if any of these topics apply to you.

 

Bobby Norman, CFP®, AIF®
Managing Director
Wealth Consultant
Email Bobby Norman 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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