Death is an awkward topic. It’s not easy to talk about, especially when you lose a loved one. It is, however, a critical discussion that needs to be had in the financial planning process. The advantage of working with a Democratized Family Office®, such as Fi Plan Partners, is that all of the financial affairs for you and your family are handled in one place. There’s a considerable advantage to having a group that helps coordinate things with the estate attorney, CPA, and other professionals who need to be involved when that time comes. Fi Plan Partners can walk you through the Your Financial House® process and develop a comprehensive Financial Blueprint to show you how it coordinates together in portfolio and market swings and in terms of your dreams and goals.
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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