Retirement Planning

Retirement Planning

The financial management process at FMS begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we focus on your specific financial goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term, with an adequate level of insurance coverage. Whatever your path, we work with you so you’re confident and comfortable with the financial suggestions we make, whether you’re looking forward to your retirement (under 65) or already enjoying it (65 and older).

 

We’ll help you plan your:

  • 401k Rollovers / IRAs
  • Annuities
  • Long-Term Care
  • Life Insurance
  • Funeral Expenses
  • Estate Planning referrals