The Client Experience

Listen to this week’s educational episode to hear Stephanie Grindle and Greg Powell discuss a few of the exciting things happening at Fi Plan Partners when it comes to the client experience, such as where to find tax documents, Account View updates, and more.

 

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

Stephanie Grindle, MBA
Advisory Services Coordinator
Email Stephanie Grindle 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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