Building & Preserving Wealth for Generations
Balanced Investing
We utilize a diverse range of investment and insurance products to help clients achieve their financial goals. Always putting client interests first, we conduct our business in accordance with the highest standards of quality, absolute integrity and courteous service. In managing our clients' financial assets, we strive to deliver outstanding investment performance consistent with lowest fair and reasonable costs.
The FMA Difference
1. Independence – access to extensive products and research, but without investment banking and proprietary product conflicts.
2. Integrated view of building wealth – investment portfolios, insurance, employee benefits, and personal assets.
3. Personalized account management – in-depth client knowledge, custom investment programs, tax integration, and periodic client conferences.
4. Diverse variety of investment vehicles – stocks, bonds, covered call options, exchange-traded funds (ETF), mutual funds, and insurance products.
5. Service orientation – cash management, tax reporting, retirement plan distributions, estate valuations, and gifting programs.
Newsletters
-
ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
-
Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
-
A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
-
Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.