Fi-Plan Partners

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Perret Financial Group in Birmingham partners with Homesite Insurance Agency, Inc. to provide small businesses with easy and comprehensive insurance solutions. Their focus is on offering tailored protection and exceptional customer service, whether clients prefer assistance from an agent or prefer a self-service approach. With Homesite Insurance Agency, Inc., small businesses can access specialized guidance and business-specific coverage to meet their unique needs. Clients can expect a seamless experience and support wherever and whenever they require it, ensuring peace of mind and security for their business ventures. Generated from their website's infomation

Clark Planning & Investment is a small, independent fee-only financial planning and investment advisory firm located in Birmingham, Alabama. They prioritize their clients' goals by providing customized financial guidance grounded in proven principles of investment management and Biblical values of honesty and integrity. The firm emphasizes key values such as diversification, discipline, and objectivity in managing their clients' portfolios. Committed to enhancing their clients' financial well-being, they offer a free initial consultation for those interested in improving their financial situation. Generated from the website