InvestmentNews recently featured Financial Plan, Inc. in an article on how FP, Inc. uses technology to improve client service. This story is unique as most firms use technology to make their life better (save time, improve profit margins, etc.), but at Financial Plan the decision making process begins with the question “what is best for our clients?” The answer to this question is not always what is best for the firm in the short term, but results in higher quality advice and a better experience for the clients. Read the full article here. Tech employed as client service Investment News In 2013 Financial Plan was also awarded a Best Practices Award from InvestmentNews and served on a panel educating other firms of best practices at their conference in Chicago.
Financial Planning Blog
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.