Services

Our investment management and financial advisory services are tailored to the personalized needs of each client. Based upon each client's financial circumstances and investment objectives, we offer a comprehensive program of portfolio management, financial planning, tax and estate planning, and self-directed investing.

Portfolio Management Services
· Stock and bond accounts*
· Pension and profit-sharing plans
· IRA, Keogh, and 401(k) accounts
· Trust, estate and custodial accounts
· Special purpose accounts

PersonalAdvantage™ Investment Advisory Services
· 401(k), 403(b), and 457 employer-sponsored retirement savings plans
· Section 529 college savings plans**
·Sample Report

Specialized Financial Planning Services
· Retirement planning
· IRA rollover analysis
· Estate planning and valuation
· Charitable gifting programs
· Strategic tax planning
· Insurance evaluation

Investment* Analysis and Consultation
· Sector and diversification analysis
· Cash flow analysis
· Risk analysis
· Performance analysis

*Securities are offered through Western International Securities Inc. ("WIS") member FINRA & SIPC.  WIS does not offer tax advice. Fuhrman Management Associates and WIS are unaffiliated entities.
**Section 529 Plans are offered by prospectus only. Call our office for a prospectus.  Please read it carefully including charges and expenses, prior to investing.