Money Doesn’t Have to Be Complicated
Are you confused by most financial advice?
If so, you’re not alone.
How Can We Help?
At Financial Management, Inc., our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
We Are Your
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Sustainable Impact Investing
Sustainable Impact Investing can bring long-term, environmental and responsible investing opportunities while staying true to values that can help make this world a better place.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.