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