Financial Plan, Inc. is an investment advisory firm in Bellingham, founded in 1996 by James Twining, with approximately $1.23 billion in assets under management. It follows an enhanced-passive strategy and invests chiefly in mutual funds and ETFs, giving clients global market exposure.
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Financial Plan, Inc. is a wealth manager based in Bellingham, United States.
Financial Plan, Inc. is headquartered in Bellingham, United States.
Financial Plan, Inc. focuses on Real Estate - General, Investment Funds, Real Estate, Industrial Property Acquisition & Development.
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