Fi Plan Partners, LLC

www.fiplanpartners.com

Website: https://fiplanpartners.com Investing Blog: https://fiplanpartners.com/insights/ We believe you are our number one priority. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a personalized and experienced financial services firm to build Your Financial House©. At Fi Plan Partners we use an innovative process called Your Financial House®, that considers all of these. We then build you a custom Financial Blueprint designed to: • reduce your anxieties • enhance your strengths • and give you the knowledge to do both You will work with our entire team of professionals. You will hear from us constantly concerning your portfolio and the financial markets. We communicate to give you the knowledge you need to reduce your anxieties about the "unknown." Note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA,CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN MO, MS, MT, NC, NE, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC© (sipc.org) Copyright 2022 Fi Plan Partners All rights reserved

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Website: https://fiplanpartners.com Investing Blog: https://fiplanpartners.com/insights/ We believe you are our number one priority. We believe you are not a number to be placed into a formula. You have a unique vision for your life. Therefore, we believe you deserve a personalized and experienced financial services firm to build Your Financial House©. At Fi Plan Partners we use an innovative process called Your Financial House®, that considers all of these. We then build you a custom Financial Blueprint designed to: • reduce your anxieties • enhance your strengths • and give you the knowledge to do both You will work with our entire team of professionals. You will hear from us constantly concerning your portfolio and the financial markets. We communicate to give you the knowledge you need to reduce your anxieties about the "unknown." Note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA,CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN MO, MS, MT, NC, NE, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC© (sipc.org) Copyright 2022 Fi Plan Partners All rights reserved

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Country

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State

Alabama

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City (Headquarters)

Birmingham

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Employees

11-50

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Founded

2005

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Senior Vice President of Operations and Advisory Services , Wealth Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Wealth Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Financial Planning and Wealth Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Financial Planning and Business Consulting

    Email ****** @****.com
    Phone (***) ****-****

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