Services We Offer


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

Insurance Brokerage