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Planning For Your Family's Future, Together.

Commitment  |  Partnership  |  Community

At Financial Plans & Strategies, we believe in personal financial planning guided by care, integrity, and long-term relationships that grow with you. Since 1982, our firm has been rooted in core values centered on delivering meaningful service and helping others succeed. We are honored to support multigenerational families as they work toward lasting financial goals.

Schedule A Consultation

Planning For Your Family's Future, Together.

Commitment  |  Partnership  |  Community

At Financial Plans & Strategies, we believe in personal financial planning guided by care, integrity, and long-term relationships that grow with you. Since 1982, our firm has been rooted in core values centered on delivering meaningful service and helping others succeed. We are honored to support multigenerational families as they work toward lasting financial goals.

Schedule a Consultation

Planning For Your Family's Future, Together.

Commitment  |  Partnership  |  Community

At Financial Plans & Strategies, we believe in personal financial planning guided by care, integrity, and long-term relationships that grow with you. Since 1982, our firm has been rooted in core values centered on delivering meaningful service and helping others succeed. We are honored to support multigenerational families as they work toward lasting financial goals.

Schedule A Consultation

Guiding You Towards
Financial Confidence.

Our team takes time to educate you on how the decisions you make today can impact not only your financial future but also those of your children and grandchildren.

Families & Individuals

Families & Individuals

Business Owners

Business Owners

New Investors

New Investors

Meet Our Team

Meet Our Team

The FPS team is led by Maggie Meiners, a second-generation owner, alongside her husband Bauer Schmeltz and Chief Compliance Officer, Lara DeSotel. Together, they guide a group of friendly, knowledgeable professionals committed to building lasting relationships and making every experience feel personal. Whether you’re just getting started or have worked with us for years, we’re here to help with care, clarity, and consistency.

Worried that your financial strategy is <strong><em>Missing something?</em></strong>

Worried that your financial strategy is Missing something?

You may be saving diligently or managing things on your own, but our team helps identify gaps, connect the pieces, and ensure your financial strategy is working as intended.

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Blogs

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Information Center

Information Center

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Connecting with us is the first step in building a trusted, long-term relationship focused on your financial future.

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