The Lifestyle Room & Mortgage Needs – Your Financial House® Series

Mortgage Needs

Your Mortgage is a huge part of your lifestyle which is why this topic falls under the Lifestyle Room in our Your Financial House® process. With the Fed recently lowering interest rates that means refinancing your current mortgage or purchasing a new home may now be more of an attractive option for you or someone you know.

Watch this video to hear Greg talk with Ben Chenault of Mortgage Banc and his colleague Travis Mitchell about the recent rate drops. They give a few pointers on what the buying and refinance process looks like as well as what tools are available to educate yourself on the topic.


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.

Ben Chenault and Travis Mitchell are not affiliated with Fi Plan Partners or LPL Financial.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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