Products & Services

At Financial Management Inc., we provide assistance in the following areas:

Investment Services

  • Stocks
  • Bonds
  • Mutual Funds
  • Brokerage Accounts
  • Fee-based, Advisory Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Fixed Annuity
  • Variable Annuity
  • Indexed Annuity
  • Alternative Investments
  • REITs
  • Precious Metals
  • ESG - Environmental Social Governance
  • BRI - Biblically Responsible Investing

Financial Planning

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • College Planning  
  • 401 (k) Rollovers
  • Client Portfolio Management
  • Asset Allocations
  • Trust Services* 
  • Risk Management
  • Required Minimum Distributions (RMD)
  • Tax Loss Harvesting

Insurance and Legacy

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Estates
  • Trusts
  • Gifting Strategies
  • Qualified Charitable Distributions

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*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial