Financial Management Associates, LLC

Helping people pursue, manage, and conserve personal wealth

Financial Management Associates, LLC, provides services and solutions in the following areas:

Investment Management
Personal Financial Planning

Investment Planning
Tax Planning
Cash Flow Planning
Risk Management
Insurance Analysis
Educational Funding
Retirement Planning
Estate Planning

Business Planning

Employee Benefit Planning
Deferred Compensation
Business Continuation
Pension Plans
Executive Compensation and Retention

Tax Preparation
Insurance Brokerage
Seminars and Educational Meetings

We also offer consulting and brokerage services in any of these specific areas of expertise to those clients who do not wish to engage our firm for the full financial planning process.

Financial Management Associates, LLC, is registered with the Securities and Exchange Commission in accordance with the Investment Advisors Act of 1940.

This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,CT,FL,GA,MA,ME,MN,NC,NH,NJ,NM,NY,OH,OR,PA,RI,VA,VT,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC
Financial planning provided by Financial Management Accociates in Massachusetts and other states
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