Nineteen Years of Celebration

Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market would do over the next 19 years. In this week’s episode, the Portfolio Team takes a walk down memory lane, discussing historical markets and what their experience has been like over the years, as well as what they expect out of markets in the future.

In honor of our 19th anniversary, we are hosting our annual Investor’s Insights Markets and Your Money in 2024 event this week. Watch the full episode to learn more about this event and how to register.

 

 

Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

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

Trey Booth, CFA®, AIF®
Chief Investment Officer
Wealth Consultant
Email Trey Booth here

Ty Miller
Associate Vice President
Wealth Consultant
Email Ty Miller here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based 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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