Operations and Year-End Checklist
Investors' Insights and Market Updates
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Show Notes
Every year we sit down with the Operations team at Fi Plan Partners to point out important things that need to be done before the end of the year, which is quickly approaching. Watch or listen to this week’s episode to hear what you should be adding to your year-end checklist.
Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here
Adam Vansant, AIF®, BFA™
Senior Vice President of Operations & Advisory Services
Wealth Consultant
Email Adam Vansant here
Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based 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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