Fi Plan Partners
We guide our clients towards their financial goals using fee based investment strategies.
A Wealth of Expertise Available To You. We guide our clients towards their financial goals using fee based investment strategies. Financial Planning Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your long-term financial independence. Portfolio Strategies Your unique needs call for individualized investment expertise. Because our team of portfolio specialists is in-house, the decisions we make reflect your financial plan. Client Services Service. It’s not just a word. It’s everything we do. To us, exceptional service and relationships aren’t words but are the foundation of how we work. Fi Plan Partners is an investment, wealth management, and financial planning firm located in Birmingham, AL serving clients across the nation. Securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor.
Address: 5825 Feldspar Way, Birmingham, AL 35244, USA
Phone: +1 205 989 3498
FAX:
