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 Consultation

We maintain close relationships with specialists in related disciplines. This association provides our firm with an ongoing information resource and, when it is in the best interest of our clients, we engage these professionals to assist us in the planning process.