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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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.