Broker Check
Perception vs. Reality The Power of Tax-Deferred Growth Rightsizing for Retirement Social Security: By the Numbers Women and Retirement Ready for Retirement?

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

What is an investment Fiduciary?

Learn more

Sound Financial Strategies For Today's Markets

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

Learn more

Your Road-Map To Endless Horizons

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. 

Learn more

"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."


Robert Fogel

Have a Question?

Name
Email
Message
Thank you! Oops!