Our purpose is to develop a financial management practice based on personal service and portfolio performance. "Listen First, Build Wealth, Secure Futures"
Our goal at Financial Management Inc. is to develop a financial management/investment practice based on personal service and portfolio performance.
The following are specific services we are able to provide:
Individual Financial Services
• Brokerage Accounts
• Financial Planning
• Tax Strategy
• 529 College Savings
• Investment Advisory Accounts
Business Services
• Succession Planning
• Deferred Comp
• Key Employee Retention (& Recruitment)
• Pension & Profit Sharing
• Group Benefits
• Key Person Insurance
• Buy/Sell Agreement Funding through Life Insurance
Retirement Funding
• IRAs
• Roth IRAs
• SEP, SIMPLE IRA, 401(K), ESOP, Defined Benefit Plans
• Retirement Funding Analysis
Estate Planning
• Estate Tax Analysis
• Tax Reduction Strategies
• Estate Liquidity Strategies
Insurance Strategy
• Risk Management
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
To develop a financial management/investment practice based on personal service and portfolio performance
