Financial Plans & Strategies, Inc.
SEC RegisteredAbout the firm
Financial Plans & Strategies, Inc (FPS) was founded by Michael "Mick" Meiners in 1982, working as an independent financial investment firm under a broker dealer. At the end of 2015, FPS became an independent fee-based only Registered Investment Advisory firm (RIA). FPS is headquartered in Greenwood, Indiana with a second office in Carmel, Indiana, and serves clients across the country and around the world.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning and investment management, including accumulating and growing assets for retirement, selecting qualified retirement accounts, preparing retirement projections, and helping clients maintain their lifestyle and cash flow during retirement. The firm offers dedicated investment advisor representatives and annual investment reviews.
Who they serve
Individuals seeking retirement planning and investment management, including local clients in Indiana as well as clients across the country and around the world, including those referred by existing clients such as their family and friends.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of July 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Financial Plans & Strategies, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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