Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER
New Lead Advisor: Gabriel Twining, CFP®
The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate Advisor with FP Inc, we are proud to announce that Gabriel (Gabe) Twining, CFP® has been promoted to Lead Advisor! Gabriel has proven himself to be a strategic planner with a steady hand for […]
Fall 2019 Newsletter
As the year comes to a close, we take a look to the future and all the promise of 2020. We are grateful for each of you, our valued clients. Fall 2019 Newsletter web
Summer 2019 Newsletter
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
Spring 2019 Newsletter
Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter
Winter 2019 Newsletter
All the latest and greatest from FP Inc. is here in our Winter 2019 Newsletter.
Fall 2018 Newsletter
The Financial Plan newsletter for Fall 2018 is now available here: Fall 2018 Newsletter
Summer 2018 Newsletter
Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.
Spring Newsletter 2018
Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter
Information About the 2017 Equifax Security Breach
To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide some peace of mind and additional information about what steps can be taken to ensure your information remains secure. First and foremost, the credit bureau does not have any information on TD Ameritrade accounts. […]