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Wealth Management Services

Building personal wealth is a huge challenge, which is why FMS has put together a team of financial planning experts who are committed to helping you define and reach your financial goals. Our wealth management and financial planning services are designed to help you identify, analyze, and plan for your future: short-term and long-term.

From understanding your current financial position to planning your investments; from retirement planning to estate planning, tax planning, and implementation, the FMS team places focus on your specific needs.

The foundation for building future wealth begins with your current financial profile. We will begin by examining your present:

Financial Position – Where are you now, financially?

  • Personal Financial Statement Analysis
  • Debt Management & Structuring
  • Cash Flow Analysis & Management

Once the foundation of your financial profile has been established, it’s time to put in place a plan to build wealth over time and solidify your future, including your retirement and beyond.

Expert Investment Planning – Where do you wish to be, financially?

  • Goal setting, education, and analysis of potential achievements
    • Asset Allocation/Retirement Income Strategies
    • Development of an investment portfolio at a level of risk acceptable to the client
    • Portfolio re-optimization and/or rebalancing

Risk Management Planning – What potential risks could derail achieving your financial goals?

  • Insurance Assessment & Planning
  • Life Insurance needs review
  • Long-term Care needs review

Retirement Planning & Estate Planning – What does your future and your legacy look like, financially?

  • Analysis of retirement needs and the state of your estate
  • Review income goals
  • Estimated retirement income
  • Retirement funding alternatives
  • Analysis of company plans (in full)
  • Estate liquidity and survivor income analysis

We will conduct an initial consultation at no charge to you. We will work with you to identify the wealth management services and financial planning steps that will help achieve your financial goals. We will schedule consultations as needed and provide a specific written plan to put you on the road to building wealth.

If you have more questions about our wealth management services, and how we may assist you, please contact FMS today.