Financial Plans & Strategies, Inc. Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Financial Plans & Strategies, Inc. is a wealth management firm based in the Midwest, with its office located in Greenwood, Indiana. The company serves individuals, couples, and organizations through a multi-disciplinary team that includes certified financial planners, professional plan consultants, attorneys, and a certified public accountant, allowing for a holistic approach to financial and estate planning. Operating on a fee-only basis, the firm adheres to a fiduciary standard, prioritizing clients’ goals and financial freedom within its service model.

With more than four decades of experience, the firm emphasizes comprehensive financial guidance and planning support, addressing both personal and organizational needs. Its positioning within the financial services industry centers on independent, fiduciary advisory services that seek to align client outcomes with their stated objectives, across a broad spectrum of wealth and estate planning considerations.

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