(920) 336-0863 info@thefinplangroup.com

Our Services

Financial advice to fit your lifestyle

Financial Planning

Identifying your financial goals and resources is important for designing a successful financial plan.  We will analyze cash flow, debts, savings, investments and retirement accounts and help develop a roadmap to achieve a prosperous future.  

• Flexibility, we’ll provide allocation guidance according to the number of years you want to stay invested.

• Retirement, we provide custom portfolio and deposit plans tailored to your specific situation.

• Investors, we realize the importance of building an emergency fund without sacrificing potential growth over time.

We give you personalized advice, based all of your wealth.


Retirement Analysis and Planning

No matter where you are in life, FPIS, Inc. can provide guidance, tools, and services to help you prepare for retirement on your terms.

Tax Planning and Preparation

Our Experienced Tax Strategists know one of your top priorities is minimizing your tax burden.

Estate Planning and Insurance Concepts

Realize the importance of working proactively with a professional advisor to develop and
implement an estate plan and concepts that achieves your goals.

Education Planning

With so many options, it’s hard to know what’s right for you. FPIS, Inc. will share their thoughtful insights and analysis of higher education planning.

Charitable Planning

Sharpen your competitive edge with the latest charitable planning concept by connecting with the experts at FPIS, INC.

Investment Advice

For more than 33 years, the professionals at FPIS, Inc have provided independent, objective, and well-informed investment advice.

Assest Management

Understanding the science of asset management is accessible to your organization. The rewards can be astounding.

Cash Flow & Saving

Cash is king. Learn everything you need to know about cash flow management with the professionals at FPIS, Inc.

Make the right financial decisions

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