Financial Plans & Strategies, Inc. Employee Directory

Q: What is Financial Plans & Strategies, Inc. known for?

Financial Plans & Strategies, Inc. was founded in 1982. Financial Plans & Strategies, Inc. operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals. We have provided our services to individuals, couples and organizations for over 40 years.

Financial Plans & Strategies, Inc. is compensated on a fee-only basis and embraces the fiduciary standard under which our primary responsibility is to help our clients meet their goals. Contact us today to get started on the path to your financial freedom.

Find Financial Plans & Strategies, Inc. employees' phone numbers or email addresses

Financial Plans & Strategies, Inc. Global Highlights

North America
16

United States Of America
16

Financial Plans & Strategies, Inc.'s Leadership

M. M.
Chief Executive Officer
Mobile Phone
Email
T. B.
Manager
Mobile Phone
Email
A. S.
Registered Investment Advisor
Mobile Phone
Email
B. M.
Intern
Mobile Phone
Email
E. S.
Investment Advisor Representative
Mobile Phone
Email
J. R.
Paraplanner
Mobile Phone
Email
K. M.
Financial Analyst
Mobile Phone
Email
D. S.
Mobile Phone
Email

Contact profiles from Financial Plans & Strategies, Inc.

Name

Title

Contact Info

Location

Last Update

M. M.
Chief Executive Officer
Mobile Phone
Email
Nov 11, 2025
T. B.
Manager
Mobile Phone
Email
UNITED STATES
Apr 07, 2023
A. S.
Registered Investment Advisor
Mobile Phone
Email
UNITED STATES
Jan 01, 2024
B. M.
Intern
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
E. S.
Investment Advisor Representative
Mobile Phone
Email
United StatesSouth Carolina
Oct 22, 2024
J. R.
Paraplanner
Mobile Phone
Email
United StatesNorth Carolina
Jul 30, 2025
K. M.
Financial Analyst
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
D. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Financial Plans & Strategies, Inc. known for?

Financial Plans & Strategies, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 375 North Madison Avenue, Greenwood, Indiana 46142, US. Explore Financial Plans & Strategies, Inc.'s company overview page for more information.

What is Financial Plans & Strategies, Inc.'s most common email format?

Financial Plans & Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Plans & Strategies, Inc. email formats with LeadIQ.

How many employees does Financial Plans & Strategies, Inc. have currently?

Financial Plans & Strategies, Inc. has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Financial Plans & Strategies, Inc.'s key employees and leadership?

As of December 2025, Financial Plans & Strategies, Inc.'s key employees include:

Chief Executive Officer: M. M.
Manager: T. B.
Registered Investment Advisor: A. S.
Intern: B. M.
Investment Advisor Representative: E. S.

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