Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.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
Monthly Newsletter
How After-Tax Contributions Can Take Your 401(k) ...The number of 401(k) millionaires has hit record highs in the last few years and even spiked during the pandemic. A 401(k) millionaire is someone whose account goes up above the $1 million mark (before taxes). These are investors who have taken advantage of matches, saved aggressively, and strategically used the tax shelter that a retirement plan offers.
Read More
Blog
What to Expect From Low Volatility Investing: ...During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.
Read More
Market Commentary
Market Commentary: Vaccine Distribution, Stimulus Package Driving ...The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 20.5% from 13.4% the previous month (Figure 1). Limits on activity continue to pressure services spending, which rose only 0.7%.
Read More
Video
Ways to Reduce Your Taxes Before You ...You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar
Read MoreWeekly Market Commentary
- Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles
American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.Read more
