Financial Plan Inc. makes a move

BELLINGHAM, Wash. - Sept. 29, 2014 - PRLog -- Comprehensive wealth management firm, Financial Plan Inc. is moving from its downtown location to the bustling Barkley neighborhood beginning on Oct. 1^st. After 17 years doing business in their current office on Holly Street, CEO, James Twining said, “It’s time for a space that fits our growing staff and better serves the needs of our clients. We have been steadily growing over the last few years and intend to continue on that same trajectory.”

In fact, the company plans to add additional advisers and support staff to their roster in the coming year. Nathan Twining, who recently earned his CFP® marks, will be stepping fully into an advisory role as demand for Financial Plan’s services continues to increase. These additions further solidify Financial Plan’s position as one of the top Fee-Only Registered Investment Advisors (RIA) in the state.

As of October, Financial Plan will be located at 2115 Barkley Blvd, Suite 101, across from Regal Barkley Village Cinemas and all telephone and fax numbers will remain the same.
Financial Plan also recently earned national attention for the innovative ways they utilize technology to serve their clients at the highest level. That article, which appeared in Investment News can be viewed at http://financialplaninc.com/financial-plan-featured-investmentnews/.


More information can be found at www.financialplaninc.com.

###

About Financial Plan Inc.

Founded in 1984, Financial Plan Inc. is an independent, full service Registered Investment Advisory firm based in Bellingham, Wash. All of Financial Plan’s four advisors are CFP® Practitioners with a wide range of expertise 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 http://www.financialplaninc.com for more information.