About Financial Planning Advisors, Inc

Financial Planning Advisors, Inc is a leading financial planning firm that specializes in helping individuals and families achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized financial planning services tailored to each client's unique needs and circumstances.

How Can We Help You?

Financial Planning Advisors, Inc offers a wide range of services to help clients navigate the complex world of personal finance. Whether you're planning for retirement, saving for your children's education, or managing your investments, their team of experts can provide the guidance and support you need.

Who We Are

At Financial Planning Advisors, Inc, we believe that financial planning is not just about numbers and investments. It's about helping our clients achieve their dreams and live a life of financial security and freedom. Our team is dedicated to building long-term relationships with our clients and providing them with the tools and knowledge they need to make informed financial decisions.

Latest Blog Posts

Stay up to date with the latest financial planning insights and tips by checking out our blog. We cover a wide range of topics, including retirement planning, investment strategies, tax planning, and more. Our blog posts are written by our team of experts who have years of experience in the field of financial planning.

Jeff Hicks

Jeff Hicks is one of the senior advisors at Financial Planning Advisors, Inc. With over 20 years of experience in the industry, Jeff has helped countless clients achieve their financial goals and build wealth for the future. He specializes in retirement planning and investment management.

Tammy Kiel

Tammy Kiel is a financial advisor at Financial Planning Advisors, Inc. She has a passion for helping young professionals and families plan for their financial future. Tammy's areas of expertise include budgeting, debt management, and saving for education expenses.

Kathy DePauw

Kathy DePauw is a certified financial planner at Financial Planning Advisors, Inc. She has extensive experience in asset management and works closely with clients to develop investment strategies that align with their financial goals and risk tolerance.

Asset Management

Proper asset management is crucial for long-term financial success. Financial Planning Advisors, Inc offers comprehensive asset management services to help clients maximize their investment returns and minimize risk.

Succession Planning for Business Owners

If you're a business owner, planning for the future of your business is essential. Financial Planning Advisors, Inc can help you develop a succession plan that ensures a smooth transition of ownership and protects the financial well-being of your loved ones.

Retirement Planning

Planning for retirement is one of the most important financial decisions you'll make. Financial Planning Advisors, Inc offers personalized retirement planning services to help you build a nest egg that will support you throughout your golden years.

Are You Ready to Purchase Investment Property?

Investing in real estate can be a lucrative financial opportunity. Financial Planning Advisors, Inc can help you determine if you're ready to purchase investment property and guide you through the process.

Benefits and Risks of Purchasing Investment Property

Before diving into real estate investing, it's important to understand the benefits and risks involved. Financial Planning Advisors, Inc can provide you with the knowledge and expertise you need to make informed investment decisions.

Finance Financial Missteps

Avoiding financial missteps is essential for long-term financial success. Financial Planning Advisors, Inc can help you identify common financial pitfalls and develop a plan to avoid them.

Contact

Get In Touch

If you have any questions or would like to schedule a consultation, please get in touch with our team. We're here to help you achieve your financial goals.

Investment Planning Advisors | Cumming & Gainesville, GA

Financial Planning Advisors, Inc is proud to serve the Cumming and Gainesville, GA areas. We offer investment management and financial planning services for families and small business owners. As 100% fee-only fiduciary planners, we always put our clients' best interests first.

GET THE ANSWERS YOU HAVE BEEN LOOKING FOR

Are you tired of not knowing where your money is going or how to plan for the future? Financial Planning Advisors, Inc can provide you with the answers and guidance you need to take control of your finances.

Financial Planning

Financial planning is the foundation of a secure financial future. Financial Planning Advisors, Inc can help you create a comprehensive financial plan that takes into account your goals, risk tolerance, and timeline.

Why Choose IPA?

Choosing the right financial advisor is crucial for your financial success. Financial Planning Advisors, Inc stands out from the competition for several reasons:

• Expertise: Our team has over 50 years of combined financial experience.
• Dave Ramsey Endorsed Local Provider: We are proud to be endorsed by Dave Ramsey as a trusted local provider.
• Personalized Approach: We understand that each client has unique needs and circumstances. That's why we provide personalized financial planning services tailored to your specific goals and situation.

Our Specialties

Financial Planning Advisors, Inc specializes in a wide range of financial services, including:

• Retirement planning
• Investment management
• Tax planning
• Estate planning
• Education planning

SmartVestor Pro

Financial Planning Advisors, Inc is proud to be a SmartVestor Pro, which means we have gone through a rigorous vetting process and adhere to Dave Ramsey's principles for financial advice.

About IPA

Investment Planning Advisors (IPA) is the leading financial planning firm in Cumming and Gainesville, GA. Our team of dedicated advisors is committed to helping clients achieve their financial goals and live a life of financial security and freedom.

Helping Bring Your Financial and Life Goals Together

At IPA, we understand that financial planning is about more than just money. It's about helping our clients bring their financial and life goals together. We work closely with each client to develop a comprehensive financial plan that aligns with their aspirations and values.

50 Years of combined Financial Experience

With over 50 years of combined financial experience, our team has the knowledge and expertise to guide clients through every stage of their financial journey. We stay up to date with the latest industry trends and strategies to ensure our clients receive the best possible advice.

Dave Ramsey Endorsed Local Provider

As a Dave Ramsey Endorsed Local Provider, we are proud to be recognized for our commitment to providing trustworthy and reliable financial advice. We follow Dave Ramsey's principles for financial planning and strive to help our clients achieve financial peace.

Our Team

Our team of experienced advisors is dedicated to helping clients achieve their financial goals. We take the time to understand each client's unique needs and develop personalized strategies that align with their goals and values.