Every portfolio and financial plan is structured with you in mind. Below, you'll find a wide array of plans and opportunities that we employ to strengthen your returns and lower your risk. Our skilled advisors are eager and prepared to put together the combination that suits you best. 

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**

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 Fidelity member FINRA & SIPC.  Fidelity does not offer tax advice. Fuhrman Management Associates and Fidelity 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.