Operations
One of our goals at Fi Plan Partners is to provide 5-star service to our clients. Our Operations team takes charge and makes sure things are done in the most efficient way possible. With our team knowing each one of our clients personally, the interactions that we have are customized, down to giving suggestions on how they can streamline and expedite things to take away any anxiety they may have. One of the values of working with Fi Plan Partners is the confidence you have knowing that the job is done right.
Watch the video to learn more about the services we offer at Fi Plan Partners and how we stand out from the rest.
Keri Fish
Chief Operations Officer
Email Keri Fish here
Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell 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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