James Twining, CFP® and founder of Financial Plan says, “It’s always an honor to be recognized on a national level, but this award is particularly important as we have been working hard over the past few years to ensure our clients are getting the absolute best, custom service at all levels.”
Upon accepting the award, Twining traveled to Chicago to participate in a best practices conference and workshop, educating other top advisors across the country.
According to Twining, the decisions at Financial Plan are driven by the vision to “do whatever we can to help our clients succeed.” He stated, “It would be easy to simply use the blunt tool of financial software that most firms use to generate financial plans, but our evaluations show us that canned plans are neither accurate nor relevant. So instead, we have taken the best aspects of a variety of technologies to develop a completely unique financial planning method that delivers customized advice of the highest quality.”
Another part of their strategy involved the hiring of top, youthful talent with strong backgrounds and education in mathematics and information technology.
This is the first year Investment News has offered their best practices awards.
About Financial Plan, Inc.
Providing financial advice since 1982, Financial Plan, Inc. is an independent, full service Registered Investment Advisory firm based in Bellingham, Washington. All of Financial Plan’s advisors are CFP® Practitioners with a wide range of licenses and financial experience. With a time-proven investment philosophy and track record of superior client service, Financial Plan, Inc. focuses on providing straightforward, objective advice and education to help clients obtain their financial goals. Visit www.financialplaninc.com for more information.