fi-Plan Partners
fi-Plan Partners
5825 Feldspar Way
Birmingham, AL 35233
5825 Feldspar Way
Birmingham, AL 35233
Category: Financial Advisors
Financial Planning and Wealth Management Experts
It's Your Money, It's Your Life
As an investor you want a financial planning
firm with:
• the best investment strategies
designed to grow your wealth
• experienced financial advice and
recommendations
• constant communication
• no restrictions to one particular company's
investments. We have access to all
investments.
You want your vision for your life to become reality. We have the financial planning expertise to help you get there. When looking for a financial planning firm you want more than basic formulated investments, life insurance, retirement, and college planning. You want a custom financial plan built around your vision for your life.
Your financial success is based on the relationship you have with your financial planning and wealth management team. We take the time to get to know you, understand your values, vision, and goals. We even have a special place in our office for your children.
Keywords: Financial Planner, Investments, Money Planner, Money Management, Financial Consultant, Financial Planning, Financial Service, Finance, Financial, Financial Advisor, Certified Financial Planner, Financial Planning Consulting, Birmingham, Alabama, Hoover AL
It's Your Money, It's Your Life
As an investor you want a financial planning
firm with:
• the best investment strategies
designed to grow your wealth
• experienced financial advice and
recommendations
• constant communication
• no restrictions to one particular company's
investments. We have access to all
investments.
You want your vision for your life to become reality. We have the financial planning expertise to help you get there. When looking for a financial planning firm you want more than basic formulated investments, life insurance, retirement, and college planning. You want a custom financial plan built around your vision for your life.
Your financial success is based on the relationship you have with your financial planning and wealth management team. We take the time to get to know you, understand your values, vision, and goals. We even have a special place in our office for your children.
Keywords: Financial Planner, Investments, Money Planner, Money Management, Financial Consultant, Financial Planning, Financial Service, Finance, Financial, Financial Advisor, Certified Financial Planner, Financial Planning Consulting, Birmingham, Alabama, Hoover AL
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Interview Q&A
How long have you been in business?
Greg Powell, CIMA, President/CEO, Wealth Consultant, has worked in the financial industry for over 30 years advising organizations, families and individuals who wish to enhance and preserve their wealth.
What is your primary product or service?
Financial Planning, Wealth Management and Business Consulting
How do you differentiate yourself from other businesses in your category and area?
The days of a working with just one advisor are over. Our clients work with our entire team of investment specialists who provide a custom financial blueprint and strategies designed to protect and grow our their wealth. As an independent investment firm, we are not tied to any proprietary products and we have access to all research and investments. This is extremely beneficial to our clients as we can make recommendations based on what is best for them.
What are your hours of operation?
Monday - Friday 8am-5pm
Greg Powell, CIMA, President/CEO, Wealth Consultant, has worked in the financial industry for over 30 years advising organizations, families and individuals who wish to enhance and preserve their wealth.
What is your primary product or service?
Financial Planning, Wealth Management and Business Consulting
How do you differentiate yourself from other businesses in your category and area?
The days of a working with just one advisor are over. Our clients work with our entire team of investment specialists who provide a custom financial blueprint and strategies designed to protect and grow our their wealth. As an independent investment firm, we are not tied to any proprietary products and we have access to all research and investments. This is extremely beneficial to our clients as we can make recommendations based on what is best for them.
What are your hours of operation?
Monday - Friday 8am-5pm
Contact fi-Plan Partners:
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