Business Niches

Each advisor at Financial Plan, Inc. specializes in a unique business nitch. This arrangement is advantageous for both the client and the advisor:

  • The client has  assurance that the advisor is experienced in meeting the challenges of people who share similar circumstances.
  • The advisor is able to work efficiently because he has an in-depth knowledge and extensive experience in the area of specialty.

Our advisors will work with clients outside their area of specialty if the situation warrants.