375 North Madison Avenue
At Financial Plans & Strategies, we are value driven. Our philosophy defines our approach to financial planning. Our fiduciary responsibility is to our clients, and our success is defined by the long-term achievement of our clients' financial goals.
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:
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.