At Fi Plan Partners, relationships aren’t just important. They are everything. During Greg Powell’s decades of guiding clients, he has worked with clients to shape their financial lives and the futures of their families. In that spirit, we view our working relationship as a deep privilege and honor, one deserving the highest degree of professionalism. So, we don’t just seek to meet your needs. We seek to exceed them every day.
Our team approach allows for senior members of our firm to interact with clients such as you on an on going basis. The resulting relationship is based not just on listening but on dialogue as we share information, concerns, and opportunities.
As a fee-based firm, we earn our money by helping you succeed.
Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your long-term financial independence.
Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.
We help our clients with all assets, which includes wealth not invested in the market. From consulting on business acquisition to assisting in the smooth transition of businesses from one owner to the next, we are here to help every step of the way.
Schedule your appointment today.
Meet with us and begin planning your richer, fuller life.