At Financial Management, Inc., you will work hand-in-hand with your personal wealth advisor to develop the right plan for you in reaching your goals. Each client has unique objectives, values, and aspirations... and a customized wealth plan based upon objective, unbiased advice and solutions will allow you to build, protect, and transfer your wealth on your terms.
Why is "Independence" important to you?
You need to know that the advice that you are getting is unbiased, objective, and personal. Many firms and advisors are based upon a "captive" relationship where the advisor is controlled by the firm's management and told what advice to give and what products to sell or offer. We believe this can lead to poor advice and conflicts of interest. Be aware of free advice, it may be connected to the sale of a product. We perform fee-based financial planning to assure our clients that your advice and wealth plan is about you, and you only.
FMI is an independent Registered Investment Advisor. Thus, our advice comes from us. The recommendations that we make come from us. The products that we recommend for our clients are chosen by us. The research that we provide and subscribe to, is selected by and comes from us. Our affiliations with companies and affiliated partners are chosen by us. This independence allows us to give advice and make recommendations from a wide array of suitable options for our clients.
Why is "Integrity" important to you?
Our business deals with much more than money. We deal with people and their lives, and we are committed to helping individuals and families building their financial independence and improving their quality of life. Relationships are built upon trust. We value our relationships with our clients and the trust and confidence that they give us...as we handle their affairs as our own.
We endorse the Financial Planning Association (FPA) as well as the CFP Board Code of Ethics that give guidelines and mandates for financial advisors and planners in their relationships with the public.
What does "Commitment" mean to you?
Holistic wealth management is much more than financial products. It is primarily about the advice and the planning. Advice requires knowledge, and knowledge comes from experience and education. We have some of the most credentialed and educated advisors in the financial industry. Our advisors spend a great deal of time in study, research, education, and training in the areas of finance, technology, tax, legal, and related areas. We are committed to providing our clients with exceptional performance and cutting-edge resources as we proactively manage their wealth.
We are also committed to providing you with outstanding service...the same advice and service that we would offer to ourselves. Our commitment to our clients is our quest to treat them with dignity and respect.
With the proper foundation to your relationship with a professional advisor, you can lay the framework for having success and reaching your financial summit. We are excited to show you how we guide our clients, simplify their lives', and allow them to realize their dreams.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.