Transform Your Financial Future

Unlock exclusive rewards and comprehensive financial services designed to accelerate your wealth building journey with Finance Plan Credit Solutions.

About Finance Plan Credit Solutions

About Us

At Finance Plan Credit Solutions, we believe financial freedom should be accessible to everyone. Our mission is to empower individuals and businesses with the knowledge and tools they need to achieve their financial goals, no matter how big or small.

Founded in 2015 by a team of experienced financial advisors, our firm is built on the principles of transparency, trust, and innovation. We combine expert guidance with cutting-edge technology to offer a seamless and rewarding financial experience. Our unique rewards program is designed to give back to our clients, ensuring that your financial journey is not only successful but also incredibly gratifying.

From personal loans to comprehensive wealth management, our dedicated team is here to support you at every stage. We're committed to helping you build a secure and prosperous future.

Our Services

Comprehensive financial solutions designed to help you achieve your goals

Loan & Finance

Loan & Finance

Flexible financing solutions for your personal and business needs. Whether you're looking for personal loans, business expansion capital, or home financing, we offer competitive rates and quick approval processes to help you achieve your financial goals.

Personal Loans
Business Loans
Home Loans
Investment Services

Investment Services

Grow your wealth with our expert investment strategies and comprehensive portfolio management. Our experienced advisors help you build diversified portfolios that align with your risk tolerance and long-term financial objectives.

Mutual Funds
Stocks
Bonds
Wealth Management

Wealth Management

Comprehensive wealth planning for your financial security and peace of mind. Our certified financial planners provide personalized strategies to optimize your financial position and ensure your long-term success.

Portfolio Management
Retirement Planning
Tax Planning
Insurance Services

Insurance Services

Protect what matters most with our comprehensive insurance solutions. From life and health to property insurance, we help you safeguard your assets and provide financial security for your family.

Life Insurance
Health Insurance
Property Insurance
Consulting Services

Consulting Services

Expert financial guidance tailored to your unique situation and goals. Our experienced consultants provide strategic advice to help you navigate complex financial decisions and optimize your financial strategy.

Financial Planning
Tax Consulting
Risk Assessment
Credit Card Services

Credit Card Services

Maximize rewards and benefits with our premium credit card portfolio. From cash back to travel rewards, our credit cards are designed to enhance your purchasing power while building your credit history.

Rewards Cards
Travel Cards
Cashback Cards

Financial Insights & Tips

Stay informed with our latest articles on personal finance, investment strategies, and wealth building

September 15, 2025

5 Essential Tips for Building Your Investment Portfolio

Building a successful investment portfolio requires careful planning and strategic thinking. In this comprehensive guide, we explore the fundamental principles that every investor should understand. From diversification strategies to risk management, we cover the essential elements that can help you create a robust portfolio tailored to your financial goals.

September 10, 2025

Understanding Credit Scores: Your Path to Better Financial Health

Your credit score is one of the most important financial metrics that affects your ability to secure loans, credit cards, and even housing. This detailed guide breaks down everything you need to know about credit scores, including how they're calculated, what factors influence them, and practical strategies to improve your score.

September 5, 2025

Retirement Planning in Your 30s: Why Starting Early Matters

Many people in their 30s feel that retirement is too far away to worry about, but this decade is actually the perfect time to lay the groundwork for a secure financial future. This article explores why your 30s are crucial for retirement planning, the power of compound interest, and specific strategies you can implement now.

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Frequently Asked Questions

Find answers to common questions about our services and how we can help you achieve your financial goals

We offer a comprehensive range of loan products including personal loans up to $100,000, business loans for startups and established companies, home mortgages with competitive rates, auto loans, and specialized financing for unique situations. Our loan officers work with you to find the best terms and rates based on your credit profile and financial needs.

Getting started with our investment services is simple. First, schedule a complimentary consultation with one of our certified financial advisors. We'll assess your financial goals, risk tolerance, and investment timeline. Then we'll create a personalized investment strategy that may include mutual funds, ETFs, individual stocks, bonds, and alternative investments. You can start investing with as little as $1,000.

Our Finance Plan Credit Solutions credit cards offer industry-leading rewards rates, including up to 3% cash back on all purchases, 5% on rotating categories, and exclusive travel benefits. We also provide premium cards with airport lounge access, travel insurance, and concierge services. All our cards feature no foreign transaction fees, fraud protection, and 24/7 customer support.

Yes, we provide comprehensive financial planning services including retirement planning, tax optimization, estate planning, insurance analysis, and education funding strategies. Our certified financial planners (CFP) work with you to create a holistic financial plan that adapts to your life changes. We offer both fee-only and commission-based planning options to suit your preferences.

We employ bank-level security measures to protect your financial information. This includes 256-bit SSL encryption, multi-factor authentication, regular security audits, and compliance with all financial industry regulations. Your data is stored in secure, encrypted databases and we never share your personal information with third parties without your explicit consent. We're also FDIC insured up to $250,000 per account.

Our fee structure is transparent and competitive. Many of our services have no minimum account requirements, including basic checking and savings accounts. Investment accounts typically require a $1,000 minimum, while wealth management services start at $100,000. We offer fee-free banking for students and seniors, and our investment fees are among the lowest in the industry, starting at 0.25% annually for managed portfolios.

Privacy & Terms

Your privacy and security are our top priorities

Privacy Policy

Information We Collect

We collect information you provide directly to us, such as when you create an account, apply for services, or contact us. This includes personal information like your name, email address, phone number, date of birth, Social Security number, financial information, and employment details.

How We Use Your Information

We use your information to provide and improve our services, process applications, verify your identity, communicate with you, comply with legal obligations, and protect against fraud. We may also use your information for marketing purposes, but you can opt out at any time.

Information Sharing

We do not sell your personal information. We may share your information with service providers, regulatory authorities, and other parties as required by law or with your consent. All third parties are bound by strict confidentiality agreements.

Your Rights

You have the right to access, update, or delete your personal information. You can also opt out of marketing communications and request a copy of your data. Contact us at privacy@financeplancreditsolutions.info to exercise these rights.

Terms & Conditions

Acceptance of Terms

By accessing and using Finance Plan Credit Solutions services, you accept and agree to be bound by these terms and conditions. If you do not agree to these terms, please do not use our services.

Services Description

Finance Plan Credit Solutions provides financial services including but not limited to loans, investment services, wealth management, insurance products, financial consulting, and credit card services. All services are subject to eligibility requirements and approval.

Account Responsibilities

You are responsible for maintaining the confidentiality of your account credentials, providing accurate information, notifying us of any changes to your personal information, and complying with all applicable laws and regulations.

Limitation of Liability

Finance Plan Credit Solutions shall not be liable for any indirect, incidental, special, or consequential damages. Our total liability shall not exceed the amount of fees paid by you for the specific service in question.

Contact Us

Ready to take control of your financial future? Get in touch with our expert team today

Send us a Message

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Visit Our Office

Address

825 W Ketchie St, China Grove, North Carolina 28023, USA

Phone

+1 (803) 285-6273

Email

info@financeplancreditsolutions.info

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 9:00 AM - 2:00 PM
Sunday: Closed