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BOSS Event is a Success!BOSS Summit Logo
See pictures and read recap here.

My Business Mag HeaderGreg Powell featured on front cover and article for receiving Small Business Champion Award... read more

fi-Plan Partners' 5 Year Anniversaryfi-Plan Team Pic
2/18/2010 - fi-Plan Partners celebrates it's 5 year Anniversary. Greg Powell, President/CEO and Quint Cook, Senior Vice-President, knew changes were occurring in the financial industry that would directly affect their clients. ... read more.


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Our Clients

We are interested in taking on new clients, but we are not the right financial planning and wealth management firm for everyone.

We work best with clients who desire:

  • strategies designed to grow their wealthGreg with clients pic
  • proactive, unbiased advice
  • constant communications
  • open dialogue
  • their accounts to be insured (investments insured up to $100,000,000 through LPL)
  • high standard of ethics and integrity
  • other financial concierge service
  • coordination of all the professionals in their lifeMac with client
  • advisors who educate them instead of trying to sell them product
  • sincere appreciation for them as a person not just as a client
  • a competitive advisor who strives everyday to be the best in the industry
  • an advisor who makes them think about the decisions that effect their lives

 

Julie with client

 

 

Other Links: LPL Financial | FAQ