﻿ What are the top mistakes made when it comes to Estate Planning? Watch the first part of this two-part series to learn who and what to consider when planning for your future.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jason Hatley, CPA Vice President Financial Planning Manager Email […]

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Estate Planning Mistakes – Part 1

Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post other podcasts weekly on critical investing and financial topics, business consulting, technology, and business marketing. Subscribe and build your confidence. For more information, visit http://fiplanpartners.com. Securities offered through LPL Financial. Member FINRA/SIPC.

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Investors' Insights and Market Updates