Financial Plans & Strategies Revenue, Growth & Competitor Profile

DBA FINANCIAL PLANNING INVESTMENTS, INC
DBA FINANCIAL PLANS & STRATEG
DBA FINANCIAL PLANS & STRATEGIES, INC.

Company Profile & Annual Report for Financial Plans & Strategies

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Financial Plans & Strategies Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52311 Investment Banking & Securities Dealing 5416 Management, Scientific & Technical Consulting Services
Address	375 N. Madison Avenue Greenwood, IN 46142

Note: Revenues for privately held companies are statistical evaluations.


Financial Plans & Strategies's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Financial Plans & Strategies's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Financial Plans & Strategies is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Financial Plans & Strategies Annual Revenue and Growth Rate

Financial Plans & Strategies	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Financial Plans & Strategies's revenues are gauged from an analysis of company filings.

Financial Plans & Strategies's Income Statement (based on Industry Averages)

Financial Plans & Strategies P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Financial Plans & Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as Financial Plans & Strategies, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Financial Plans & Strategies. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STOREN TAX & FINANCIAL GROUP	Brownsburg, IN	100
FINANCIAL PLANS & STRATEGIES	Greenwood, IN	35
TREYBOURNE WEALTH PLANNERS	Greenwood, IN	30
BISCHOFF WEALTH MANAGEMENT GROUP	Greenwood, IN	13
WILLIAM B DRAKE	Greenwood, IN	12
CHESTNUT FINANCIAL GROUP	Cloverdale, IN	7

Future Competition: Financial Plans & Strategies's Fastest Growing Competitors

These companies are in the same general field as Financial Plans & Strategies and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)