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Certified Financial Planner
practitioners specializing in retirement planning and estate planning
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We can help you
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you want to attempt to accumulate
assets to ensure a financially independent retirement. |
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you are near retirement and need
to make decisions which will impact your quality of life during
retirement. |
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you have received a large sum of
money through inheritance, bonus, court settlement, or winning the lottery
and you want to invest it wisely. |
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you have a small business or
professional practice and you want to arrange for efficient transfer of
ownership upon your retirement, disability, or death. |
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you are retired and want to
maintain your accumulated wealth, provide for adequate cash flow, and
protect future purchasing power. |
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you want to be sure that you have planned for the
financial protection of your family in the event of your death,
disability, or extended care in a nursing home |
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you want to retain dollars that
would otherwise be paid to Uncle Sam and let those dollars benefit you,
your family, and community |
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you want to ensure that, upon
your death, your assets are distributed to the heirs of your choice at
minimal cost and in a timely manner |
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you wish to
provide for the education of your children or grandchildren |
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you are suddenly single and need
to better understand and control your financial life. |
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you want to develop a program for your employee stock options that will integrate your retirement plan with the most beneficial times to exercise your options and also help you reduce the taxes you pay. |
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Our Mission Statement |
Financial Plans & Strategies, Inc. exists for the purpose of
providing quality financial planning for individuals, couples and organizations. We
are committed to providing excellent individualized service to help enable
our clients to meet their financial goals. We want our clients to experience
the confidence that comes from knowing they have taken control of their financial
future.
Toward that end, we guide our clients in:
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Assessing their current financial
position |
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Identifying and quantifying
financial goals |
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Developing a plan to help reach
those goals |
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Implementing the
plan |
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Monitoring their
progress |
We are committed
to employing only responsible people with integrity and providing them the
opportunity to develop their skills through challenging and satisfying
work. We strive to maintain a cheerful, cooperative, and positive work
environment. We continually increase our professional knowledge and refine
procedures to promote efficiency.
While we expect to be adequately compensated for our
services, our priority is the welfare of our clients. We will not
compromise the best interest of our clients for our own
gain.
Investment Advisor Representatives of Financial Plans
& Strategies, Inc. are Registered Representatives of AIG Financial Advisors, Inc.
Securities, Inc. Securities are offered through AIG Financial Advisors, Inc.
Securities, Inc. member FINRA,
SIPC. |
375 N Madison Ave
Greenwood,
IN 46142
Tel: (317) 882-7675
Fax: (317) 882-5981
E-mail: fps@finplans.com
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