One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
Straightforward Fees
You Deserve To Understand What’s Happening With Your Money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Financial Management, Inc, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
What are you going to do with my money?
First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to achieve those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.
Can you handle the complexity of my situation?
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.
How can you make my life easier?
As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Financial Management, Inc we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Financial Management’s mission is to make the complex
simple with trusted advice.
Based in Yakima, WA and Kennewick, WA, we are a wealth management firm that is focused on helping our clients feel confident with their plan/decisions as they navigate their financial journey.
Our seasoned team strives to provide the highest level of service in financial planning and investment management so you can focus on what matters most to you.
Contact us today to see how our financial advisors can help you find the confidence you deserve.
Taking the First Step Toward Confidence
The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals.
It all starts with a conversation. Let’s talk.
Our Financial Planning Services Are Built On Trust, Transparency and Accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.
Insights
Financial Management, Inc’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Market Commentary: The S&P fell for ...Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.
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Video
Rewirement: Rewiring The Way You Think About ...Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar
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Monthly Newsletter
How to Invest Creatively in Your Fall ...Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.
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Blog
How to Make Charitable Giving Part of ...COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility
Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the right) lagged during the downturn (closest to the bottom).Read more
