(920) 336-0863 info@thefinplangroup.com

Confidence In Finance

Retirement, Investments, Estate & Tax Planning

FPIS, Inc.


Retirement Planning

Talk To The Specialist

Build Your Nest Egg

Live Financially Confident

Insurance Planning

Security For Your Family

The impacts of COVID-19 are being felt around the world. To keep our staff safe and healthy, we are
only allowing customer traffic into the entrance of our office until further notice. We are practicing
social distancing as advised by various sources until further notice. We will not be taking in person
appointments at this time, but will continue to support existing and new customers through various
means. We are committed to providing great service and support during these challenging times. Our
staff is being given the option to work from home and will do so on a discretionary basis. Our support
hours remain unchanged: Monday through Friday, 8:30 am to 4:30 pm. Thank you for cooperation and
support and please stay safe and healthy.

Investment Asset Management

Investment/Asset Management

Applying global insights to empower wise investments, providing professional asset management of various securities.

Investment Asset Management

Retirement Planning

Devoted to serving clients throughout the country – protecting your family’s financial future.

Investment Asset Management

Tax Planning

Discover the best tax strategies to leverage your current tax environment.

We are serious about your financial success

Financial Planning comes in many forms, but for FPIS, Inc. we try to be involved in each client’s financial life as much as possible.  Our main focus is financial planning, investments, retirement planning and tax planning, but we are knowledgeable in other financial areas such as insurance and estate planning, charitable giving, education planning, cash flow and budgeting.  Our goal is to be available to our clients for any questions that arise in their financial life and guide them through the triumphs and challenges of the various life cycle phases.

The Financial Agency

Understanding your financial life to provide sound guidance throughout life’s journey.

Forward Thinking

Identifying your financial goals and resources are important for designing a successful financial plan.

Problem Solvers

Developing long-term relationships to provide long-term solutions.

Customer Support

Make better financial decisions. Consult the FPIS team today!

We have the answers

financial planning association
The National Association of Personal Financial Advisors
certified financial planner
national association of tax professionals