Active
FINANCIAL PLANS & STRATEGIES, INC.
Investment Advice|GREENWOOD, IN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$460.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 460.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 123793 |
| SEC Number | 801-107206 |
| Street Address | 375 N. MADISON AVENUE |
| Location | GREENWOOD, IN 46142-3636 |
| Country | United States |
| Phone | 317-882-7675 |
| Fax | 317-882-5981 |
| Total Employees | 5 |
| Business Types | insurance_broker |
Client Count by Type (827 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 743 |
| High Net Worth Individual… | 84 |
Community Partners
CITY OF FRANKLIN
COUNTY OF JOHNSON
TOWN OF EDINBURGH
TOWN OF WHITELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF PLEASANT
TOWNSHIP OF UNION
TOWNSHIP OF WHITE RIVER
CITY OF FRANKLIN
COUNTY OF JOHNSON
TOWN OF EDINBURGH
TOWN OF WHITELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF PLEASANT
TOWNSHIP OF UNION
TOWNSHIP OF WHITE RIVER
CITY OF FRANKLIN
COUNTY OF JOHNSON
TOWN OF EDINBURGH
TOWN OF WHITELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FRANKLIN
TOWNSHIP OF PLEASANT
TOWNSHIP OF UNION
TOWNSHIP OF WHITE RIVER
Municipal Government
9 Active
9
Organizations
JOHNSON COUNTY PUBLIC LIBRARY
JOHNSON COUNTY PUBLIC LIBRARY
JOHNSON COUNTY PUBLIC LIBRARY
Special District
1 Active
1
Organizations
CENTER GROVE COMMUNITY SCHOOL CORPORATION
CENTRAL NINE CAREER CENTER SD
GREENWOOD COMMUNITY SCHOOL CORPORATION
CENTER GROVE COMMUNITY SCHOOL CORPORATION
CENTRAL NINE CAREER CENTER SD
GREENWOOD COMMUNITY SCHOOL CORPORATION
CENTER GROVE COMMUNITY SCHOOL CORPORATION
CENTRAL NINE CAREER CENTER SD
GREENWOOD COMMUNITY SCHOOL CORPORATION
School District
3 Active
3
Organizations
4-H CLUB CLOVER 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Grace Ministries
AERONAUTICAL CENTER OF TECHNOLOGY
AGAPE THEATER COMPANY
AGLOW INTERNATIONAL
ALEXANDER HAMILTON CHAPTER INC NSDAR
ALLIANCE FOR BETTER NUTRITION INC
ALLIANCE OF INDIANA RURAL WATER
ALLIANCE OF INDIANA RURAL WATER, INC.
ALPHA IOTA EDUCATIONAL FOUNDATN INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL NO 2904 AFL-CIO
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
AMERICAN JUNIOR KARATE LEAGUE INC
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION INC GREENWOOD POST-252
4-H CLUB CLOVER 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Grace Ministries
AERONAUTICAL CENTER OF TECHNOLOGY
AGAPE THEATER COMPANY
AGLOW INTERNATIONAL
ALEXANDER HAMILTON CHAPTER INC NSDAR
ALLIANCE FOR BETTER NUTRITION INC
ALLIANCE OF INDIANA RURAL WATER
ALLIANCE OF INDIANA RURAL WATER, INC.
ALPHA IOTA EDUCATIONAL FOUNDATN INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL NO 2904 AFL-CIO
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
AMERICAN JUNIOR KARATE LEAGUE INC
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION INC GREENWOOD POST-252
4-H CLUB CLOVER 4-H
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Grace Ministries
AERONAUTICAL CENTER OF TECHNOLOGY
AGAPE THEATER COMPANY
AGLOW INTERNATIONAL
ALEXANDER HAMILTON CHAPTER INC NSDAR
ALLIANCE FOR BETTER NUTRITION INC
ALLIANCE OF INDIANA RURAL WATER
ALLIANCE OF INDIANA RURAL WATER, INC.
ALPHA IOTA EDUCATIONAL FOUNDATN INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL NO 2904 AFL-CIO
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
AMERICAN JUNIOR KARATE LEAGUE INC
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION INC GREENWOOD POST-252
Nonprofit Organization
694 Active
694
Organizations
Community Partners63 organizations
CITY OF FRANKLIN
Municipal Government·FRANKLIN
TOWN OF EDINBURGH
Municipal Government·EDINBURGH
TOWN OF WHITELAND
Municipal Government·WHITELAND
TOWNSHIP OF BLUE RIVER
Municipal Government·EDINBURGH
TOWNSHIP OF FRANKLIN
Municipal Government·FRANKLIN
TOWNSHIP OF PLEASANT
Municipal Government·WHITELAND
TOWNSHIP OF UNION
Municipal Government·FRANKLIN
CENTRAL NINE CAREER CENTER SD
School District·GREENWOOD
GREENWOOD COMMUNITY SCHOOL CORPORATION
School District·GREENWOOD
4-H CLUB CLOVER 4-H
Nonprofit Organization·Whiteland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Franklin
Abundant Grace Ministries
Nonprofit Organization·Edinburgh
AERONAUTICAL CENTER OF TECHNOLOGY
Nonprofit Organization·Greenwood
AGAPE THEATER COMPANY
Nonprofit Organization·Greenwood
AGLOW INTERNATIONAL
Nonprofit Organization·Greenwood
ALEXANDER HAMILTON CHAPTER INC NSDAR
Nonprofit Organization·Greenwood
ALLIANCE FOR BETTER NUTRITION INC
Nonprofit Organization·GREENWOOD
ALLIANCE OF INDIANA RURAL WATER
Nonprofit Organization·FRANKLIN
ALLIANCE OF INDIANA RURAL WATER, INC.
Nonprofit Organization·FRANKLIN
ALPHA IOTA EDUCATIONAL FOUNDATN INC
Nonprofit Organization·GREENWOOD
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·FRANKLIN
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Greenwood
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL NO 2904 AFL-CIO
Nonprofit Organization·Greenwood
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
Nonprofit Organization·Greenwood
AMERICAN JUNIOR KARATE LEAGUE INC
Nonprofit Organization·Greenwood
AMERICAN LEGION
Nonprofit Organization·GREENWOOD
AMERICAN LEGION AUXILIARY
Nonprofit Organization·EDINBURGH
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Franklin
AMERICAN LEGION INC GREENWOOD POST-252
Nonprofit Organization·GREENWOOD
AMERICAN LEGION POST 233
Nonprofit Organization·EDINBURGH
American Waco Club
Nonprofit Organization·Greenwood
AMERICAN WAR MOTHERS
Nonprofit Organization·GREENWOOD
AMERICAN WAR MOTHERS 107 TRI-CO
Nonprofit Organization·Greenwood
AMERICA'S SHORT TRACK ASSOCIATION INC
Nonprofit Organization·GREENWOOD
AMITY COMMUNITY VOLUNTEER FIRE
Nonprofit Organization·FRANKLIN
ANGELCARE INC
Nonprofit Organization·GREENWOOD
ANNUAL JOHNSON COUNTY SHERIFF'S CHARITY RIDE
Nonprofit Organization·FRANKLIN
ASHFORD RIDGE HOMEOWNERS ASSOC INC
Nonprofit Organization·GREENWOOD
ASPIRE JOHNSON COUNTY INC
Nonprofit Organization·GREENWOOD
ASSIST INDIANA INC
Nonprofit Organization·FRANKLIN
ASSOCIATION FOR WOMEN IN SCIENCE INC
Nonprofit Organization·Greenwood
ATTERBURY BATTALION USNSCC INC
Nonprofit Organization·Greenwood
ATTERBURY SPORTSMAN CLUB
Nonprofit Organization·EDINBURGH
AUTHENTIC IMPACT INC
Nonprofit Organization·GREENWOOD
AUTO-IMMUNE HEPATITIS ASSOCIATION
Nonprofit Organization·GREENWOOD
BARTHOLOMEW COUNTY GERMAN MUTUAL
Nonprofit Organization·EDINBURGH
BC-IN GIRLS SLOW PITCH SOFTBALL ASSOCIATION
Nonprofit Organization·Franklin
BEATS FOR BRISTOL
Nonprofit Organization·Franklin
BEE-FOUR ASSOCIATION INC
Nonprofit Organization·Greenwood
BENEVOLENT & PROTECTIVE ORDER OF
Nonprofit Organization·FRANKLIN
BE YOUR OWN HERO INC
Nonprofit Organization·Greenwood
BIBLE CAMPS OF INDIANA INC
Nonprofit Organization·GREENWOOD
BLACK FEMALE DEVELOPMENT CIRCLE INCORPORATED
Nonprofit Organization·FRANKLIN
Bloom Ministries Inc
Nonprofit Organization·Greenwood
BLUEBERRY BLESSINGS INC
Nonprofit Organization·Greenwood
BOAZ PROJECT INC
Nonprofit Organization·GREENWOOD
BOB BIRO CANCER FOUNDATION
Nonprofit Organization·Greenwood
BOYS & GIRLS CLUBS OF JOHNSON
Nonprofit Organization·FRANKLIN
BRANDON CRAVENS OUTSTANDING STUDENT ATHLETE AWARD
Nonprofit Organization·Edinburgh