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
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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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.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.