About Us
Practical Financial Advice You Can Count On
Finding Your Fit
We invite you to discover and experience the power of our services. We believe in helping people from all walks of life. We understand that everyone has their own journey and their own starting point to reach their savings and retirement goals.
No one strategy fits everyone, which is why you will receive our personal attention—Listening to you with understanding and empathy so that we can provide the advice and guidance you need.
Our mission is to create a positive financial outcome by creating a robust, well-rounded financial plan for you.
As life changes, so do needs and goals. We recognize this and will work with you to implement and make the changes needed so that your plan continues to work for you.
We are here to celebrate life’s victories and be there during the tough times. We understand that investing can be emotional. We are here to guide you.
About Us
At Financial Plans & Strategies, we believe in personal financial planning guided by care, integrity, and long-term relationships that grow with you. As a second-generation family-owned firm, we take pride in providing thoughtful, personalized guidance that reflects what matters most to our clients—not just today, but for generations to come.
Founded in 1982 by Michael Meiners, our firm is rooted in core values centered on delivering meaningful service and helping others succeed. From the very beginning, our mission has been simple: to serve our clients with honesty, respect, and a genuine commitment to their financial well-being. We understand that financial planning is deeply personal, which is why we take the time to listen, understand your goals, and build strategies designed to support your life at every stage.
Over the years, we have had the privilege of supporting multigenerational families as they work toward lasting financial goals. Whether planning for retirement, preparing for the next generation, or navigating life’s transitions, we strive to be a trusted partner—providing clarity, confidence, and continuity through long-term relationships built on trust.
Our commitment
- Personalized guidance tailored to your unique goals
- Long-term relationships built on trust and integrity
- A family-first approach that values people over products
- Consistent, thoughtful support through every stage of life
Connect With Us
Connecting with us is the first step in building a trusted, long-term relationship focused on your financial future.