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WELCOME TO FINANCIAL PLANS & STRATEGIES
At Financial Plans & Strategies, Inc., we are here to guide you. Our multi-disciplined team of professionals including Certified Financial PlannersTM, a Professional Plan Consultant and a retired Attorney that 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 a fee-based financial planning firm that embraces the fiduciary standard of care which requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice.
Click here to learn more about our firm.
Retirement Planning
Proactive planning can mean the difference between enjoying your golden years and pinching pennies. Financial Plans & Strategies takes a holistic approach in managing retirement plans and accounts. The present is the ideal time to prepare for retirement.
Investment Management
A well-balanced portfolio is the key to successful investment planning. Find out how Financial Plans & Strategies can assess your investment goals and personal preferences to create an approach that works for you.
Planning your Estate
Financial Plans & Strategies is able to guide you through the intricate matters of estate planning integrated with your financial plan.
Education Guidance
Providing educational opportunities for your children or grandchildren is one of the most important – and expensive – investments you can make. Financial Plans & Strategies has experience in helping our clients plan for education.
OUR PHILOSOPHY
Market Summary
Motto
Building Trust through Service.
Mission Statement
Financial Plans & Strategies 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:
Assessing their current financial position
Identifying and quantifying financial goals
Developing a plan to help reach those goals
Implementing the plan
Monitoring their progress
We are committed to employing only responsible people with integrity and providing them with 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.