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  • What We Do
    • Financial Planning
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
Trey Booth is interviewed by Matt & Val on Talk 99.5

Trey Booth is interviewed by Matt & Val on Talk 99.5
February 2, 2021

Our very own Trey Booth showed his rock star quality this morning during his interview with Matt & Val of Talk 99.5, where he explained the details of short-term stocks and GameStop.

Greg Powell speaks to Vince Thompson, founder of MELT ATL, about building a brand in the modern world.

Greg Powell speaks to Vince Thompson, founder of MELT ATL, about building a brand in the modern world.
December 14, 2020

In this podcast, Greg Powell, CEO of Fi Plan Partners, and Vince Thompson, Founder of MELT ATL, sit down and discuss what it takes to build your brand in today’s world. Innovation, interview dos and don’ts, and resume building are a few topics they discuss. Tune in to hear more from these two veteran business leaders. You may also get a few good laughs in during this episode!

Conway Gittens of Reuters talks with Greg Powell about the current volatility in the markets.

Conway Gittens of Reuters talks with Greg Powell about the current volatility in the markets.
September 25, 2020

Will the volatility continue? Watch Greg’s interview with Conway Gittens of Reuters TV to find out what they have to say about the upcoming election, and how innovation has played a role in certain sectors of the market.

Reuters, Fred Katayama, talks with Greg Powell about Coronavirus and its impact on the market

Reuters, Fred Katayama, talks with Greg Powell about Coronavirus and its impact on the market
April 6, 2020

Does today’s rally mean we’ve hit the bottom?

Reuters, Fred Katayama, talks with Greg Powell entering into 2020 about ways to reduce investor anxiety

Reuters, Fred Katayama, talks with Greg Powell entering into 2020 about ways to reduce investor anxiety
December 31, 2019

Greg Powell was honored to sit down with Fred Katayama of Reuters entering into a new decade discussing ways to help alleviate investor anxiety for the year 2020.

How To Teach Your Kids Financial Literacy

How To Teach Your Kids Financial Literacy
March 19, 2019

Have I taught my kids about money and about their role in my retirement plans?

Reuters, Fred Katayama, talks with Greg Powell before the State of the Union Address

Reuters, Fred Katayama, talks with Greg Powell before the State of the Union Address
February 5, 2019

Greg discusses which sectors to watch prior to the State of the Union address with Fred Katayama on Reuters.

Business Owners, Here’s How To Tell If Your Financial Advisor Offers The Capabilities You Need

Business Owners, Here’s How To Tell If Your Financial Advisor Offers The Capabilities You Need
December 14, 2018

Individuals in the growing “overlooked millionaire” class, those with investments too big for most advisors to serve but too small to attract the attention of larger asset management groups, need to ask themselves critical questions to ensure that their finances are being adequately handled.

CNBC talks market volatility with Greg Powell

CNBC talks market volatility with Greg Powell
November 23, 2018

Greg reflects on how trade talks could change the dynamic in the market from a sentiment standpoint.

Financial Advisor – Four Important Tips To Help Clients Teach Their Kids About Money

Financial Advisor – Four Important Tips To Help Clients Teach Their Kids About Money
November 16, 2018

When it comes to retirement planning, most clients fail to realize that their children have a significant role to play on their “retirement team.”

3 Ways Advisors Can Help Business-Owner Clients Succeed

3 Ways Advisors Can Help Business-Owner Clients Succeed
October 22, 2018

Advisors must work with entrepreneurial clients to see how their companies fit into their broader portfolios.

The Homewood Star – Financial planning discussed at luncheon

The Homewood Star – Financial planning discussed at luncheon
October 16, 2018

Greg Powell speaks at the Homewood Chamber of Commerce luncheon about planning for the future.

Reuters, Fred Katayama, talks with Greg Powell regarding market strategies ahead of the Midterm Elections

Reuters, Fred Katayama, talks with Greg Powell regarding market strategies ahead of the Midterm Elections
October 15, 2018

Greg Powell joined Fred Katayama on Reuters to discuss market strategies ahead of the Midterm Elections.

How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards

How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards
September 10, 2018

What questions should high-net-worth business owners be asking professionals?

Reuters, Fred Katayama, talks with Greg Powell regarding market sectors and community banks

Reuters, Fred Katayama, talks with Greg Powell regarding market sectors and community banks
August 1, 2018

Greg Powell discusses market sectors via Skype interview with Fred Katayama of Reuters TV.

Private Wealth Magazine: Expert Views by Greg Powell

Private Wealth Magazine: Expert Views by Greg Powell
July 9, 2018

Aligning Client Lifestyle, Dreams and Legacy Goals With Wealth Objectives by Greg Powell, featured in Private Wealth Magazine.

Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice

Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice
June 12, 2018

How the model of the democratized family office meets the needs of a growing segment of the population

Fox Business, Liz Claman, asks Powell which sectors investors should watch on “The Closing Bell”

Fox Business, Liz Claman, asks Powell which sectors investors should watch on “The Closing Bell”
June 8, 2018

Fi Plan Partner CEO Greg Powell discusses which sectors investors should watch and why people should avoid investing in multinational corporations.

Bobby Norman and Greg Powell at New York Stock Exchange

Bobby Norman and Greg Powell at New York Stock Exchange
May 23, 2018

At the invitation of BP Capital, Fi Plan Partners is well represented as T Boon Pickens rings the bell.

Fred Katayama, includes additional remarks by Greg Powell in Reuters market wraps

Fred Katayama, includes additional remarks by Greg Powell in Reuters market wraps
May 21, 2018

“The Chinese news soothes the investors’ nerves” says Powell

Deregulation and innovation will extend the bull market run, says Greg Powell

Deregulation and innovation will extend the bull market run, says Greg Powell
May 21, 2018

Greg Powell sits down with Reuters TV journalist Fred Katayama in New York to discuss how deregulation and innovation could extend the current bull market run.

Greg Powell featured in Private Wealth Magazine

Greg Powell featured in Private Wealth Magazine
April 17, 2018

In his piece, Greg shares his thoughts on Democratizing the Family Office Model.

Please check out this article on CNBC.com, which features market insights from Fi Plan Partners CEO, Greg Powell

Please check out this article on CNBC.com, which features market insights from Fi Plan Partners CEO, Greg Powell
March 20, 2018

Fi Plan Partners’ Greg Powell on the Matt & Aunie Show on Talk 99.5

Fi Plan Partners’ Greg Powell on the Matt & Aunie Show on Talk 99.5
February 15, 2018

What happened in the market explained in 30 short minutes – Greg responds on Matt and Aunie

How to build your financial house

How to build your financial house
January 9, 2018

Jim Blasingame Small Business Advocate Radio Show, Greg discusses Better, Richer, Fuller, his new book

Capital City Recap
January 9, 2018

No more anxiety or fear – featuring Greg Powell’s inaugural book, Better, Richer, Fuller, interview with Capital City WILS Radio broadcast

Do you have a comprehensive financial blue print?
January 9, 2018

Are you building your financial future with a blueprint? Greg Powell shares details of the Financial Blueprint on Jim Blasingame’s Small Business Advocate Radio Show

Alabama Business Spotlight: Birmingham Firm Empowers Clients to Achieve the American Dream
January 9, 2018

Business Council of Alabama spotlight on Greg Powell and his firm, Fi Plan Partners, featured in Yellowhammer news – Greg explains how his firm is not like the others

Fi-Plan Partners CEO Greg Powell has spent a career talking about the things that really matter when it comes to money

Fi-Plan Partners CEO Greg Powell has spent a career talking about the things that really matter when it comes to money
November 27, 2017

BHM BIZ, Metro Birmingham Business, has its pulse on the real stories behind the headlines. Feature article on Greg Powell with over 37 years in the financial industry shares his clients’ questions and concerns over money and life

Hoover resident, financial planner releases debut book
October 27, 2017

Hoover Sun focuses on debut of book, Better, Richer, Fuller, written by one of its own

Key Techniques To Achieve Your Goals And Financial Success – Greg Powell Interview
May 13, 2017

Out Of Boredom Or A Need For Cash, Retirees Want To Go Back To Work
March 31, 2017

Investor’s Business Daily® spotlights Greg Powell’s insights on retirement planning and the factors which can affect it

Why a Financial Blueprint Can Give You Financial Freedom
March 22, 2017

MONEY Q & A Guest columnist Greg Powell on why you wouldn’t build a house without a blueprint so why would you build your financial future without one either

 

 

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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