Financial Partners Group
Financial Services
Carmel, INDIANA 272 followers
Prepared for Today. Focused on Tomorrow.
About us
VISION STATEMENT To develop long-lasting client relationships by using a transparent, holistic approach in helping clients shape their financial futures. By adhering to the highest ethical standards of putting client needs first, we will become the preeminent provider of financial advice in the communities we serve. MISSION STATEMENT At Financial Partners Group we are committed to delivering comprehensive, impactful practice management tools so our advisors can focus on providing transparent and holistic solutions that meet the unique needs of their clients. We have built our reputation on the cornerstones of integrity, reliability and best-in-class service and continually strive to be the preeminent provider within the communities we serve. We support that goal with a philosophy of adhering to the highest ethical standards and building long-term client relationships based on mutual trust and respect. KEY INITIATIVES • Transparent and holistic financial planning • Team selling groups/ succession plans • Strategic alliances • Open architecture for both wealth and risk management solutions • Impactul practice management tools for advisors 571 Monon Blvd., Suite 150, Carmel, IN 46032, 317-616-2800, Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor, Insurance services offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc. http://joinwoodbury.com/disclosures/socialmedia www.finra.org www.sipc.org
- Website
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http://www.financialpg.com
External link for Financial Partners Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Carmel, INDIANA
- Type
- Public Company
- Founded
- 2002
- Specialties
- Financial Planning, Retirement Planning, Risk Management, Estate Planning, Wealth Management Strategies, Investment Strategies, Business Planning, and Property & Casualty
Locations
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Primary
Get directions
571 Monon Boulevard
Suite 150
Carmel, INDIANA 46032, US
Employees at Financial Partners Group
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Betsy Yeo
Director of Business Resources and Strategic Planning, Chief of Staff at Financial Partners Group
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Don Penn
Certified Financial Planner (R)
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Susan Hamelman
Director of Operations at Financial Partners Group
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Timothy Johnston
Vice President / Advisor at Financial Partners Group
Updates
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Wishing you all the love in the world this Valentine's Day! #ValentinesDay
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When markets hit new highs, it can be tempting to want to lock in those gains! At FPG we educate our advisors on behavior financial applications and utilitze the applications we've learned through our partnership with Jay Mooreland, MS, CFP®, Founder of the Behavioral Finance Network. https://lnkd.in/g4nywrAa
Advisors & Teams
financialpg.com
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Always seek to keep learning… every day. #motivation #perseverance
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One of the best things about a year coming to an end is to look back and identify key lessons that we can use to improve our decision-making going forward. This is especially true in the investment realm. At Financial Partners Group, we educate our advisors on behavioral finance applications through our partnership with Jay Mooreland, MS, CFP®, Founder of the Behavioral Finance Network. Financial Partners Group, a place to call home for advisors and their clients. Please click on this link to view the video below: https://lnkd.in/gaNbiJ9p
Advisors & Teams
financialpg.com
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If at first you don’t succeed… Perseverance pushes us beyond failure. #motivation #perseverance
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A Robust Forecast for 2024 The brain may be filled with gray matter, but it hates gray areas. And there are few other places we find gray areas (uncertainty) than in the economies and markets of the world. One word of caution: our...
A Robust Forcast for 2024
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He who hesitates is lost, so grab a (metaphorical) shovel and get planting! #motivation #followyourdreams
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