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