65 and Over

FMS specializes in working with seniors and helping them make informed financial decisions in retirement. With a thorough understanding of a client’s investment objectives, retirement income needs, and time horizon, we develop and execute a plan that achieves a balance of solid growth and preservation of assets regardless of market and economic conditions.

Financial products offered by registered representatives with FMS include:

  • IRAs
  • Life Insurance
  • Long-Term Care
  • Wills & Trusts
  • 401k Rollover
  • Annuities
  • Critical Illness
  • Disability
  • Identity Protection

Click here to visit our Healthcare and Medicare page.