We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We recognize that with financial success comes increased responsibilities and complexity. FMA provides a comprehensive approach to managing our clients’ financial situations. By doing so, we can coordinate investments, income and estate taxes, providing income for retirement as well as business counseling and philanthropic decision-making to create your personal legacy. We recognize that our client’s unique estate, financial and retirement needs and goals change over time, therefore, we offer services to compliment our client’s needs as they grow. We provide our clients with short and long-term benefits involving tax strategies and improved investment decisions. We also assist our clients in transferring assets to loved ones or to charitable entities, establish a trust or foundation, or to simply advise on financial decisions.
The Ultimate Retirement Plan SolutionTM
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."