Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals. We have provided our services to individuals, couples and organizations for over 40 years.
Financial Plans & Strategies, Inc. is compensated on a fee-only basis and embraces the fiduciary standard under which our primary responsibility is to help our clients meet their goals. Contact us today to get started on the path to your financial freedom.
Company Details
- Employees
- 8
- Founded
- 1982
- Address
- 375 North Madison Avenue, Greenwood,indiana 46142,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- finplans.com
- Keywords
- Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Education Planning, College Saving, Charitable Gifting, Insurance Planning, Retirement Plan Consulting, Investment Management, Medicare and Social Security Planning, Cash Flow Planning.
- HQ
- Greenwood, Indiana
Financial Plans & Strategies, Inc. Questions
Financial Plans & Strategies, Inc.'s website is finplans.com
Financial Plans & Strategies, Inc.'s LinkedIn profile is https://www.linkedin.com/company/finplans
Financial Plans & Strategies, Inc. has
8 employees.
View email and phone details for 8
employees at Financial Plans & Strategies, Inc..
Financial Plans & Strategies, Inc.'s industry is
Financial Services
Financial Plans & Strategies, Inc.'s top competitors are
Hg Healthcare Real Estate,
Airoma,
Fc Motown,
Valeo Financial Advisors Llc,
Greener Genetics,
Knickerbocker Country Club,
Totem Wealth Management,
Cleanzy Sponges Inc.,
Child Enrichment,
Uncommonality Podcast.
Financial Plans & Strategies, Inc.'s categories are Financial Services
Financial Plans & Strategies, Inc.'s founding year is 1982
