Your Financial House™ – Financial Planning

Financial Planning

In this video, we talk about our Your Financial House™ process here at Fi Plan Partners. We have a unique process that we use with our clients to talk about their lives because numbers don’t always tell us the whole story. The house symbolizes family, relationships, and all the issues that you need to be aware of as you’re mapping out your financial goals and future. In this interview, Greg and the team dig deep into our unique process and showcase how we are different than other firms. You deserve to live your life Better, Richer, Fuller™.

 

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

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan 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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