Financial Plans & Strategies, Inc.

Overview

Financial Plans & Strategies, Inc. is an independent, SEC‑registered RIA organized as a corporation and owned by an individual. The firm serves individual and family clients with financial planning and portfolio management for individuals and small businesses, and also operates as an insurance broker. It offers a mix of fee approaches—percentage of assets under management, hourly fees, fixed fees—and continues to generate commission business. The adviser does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices