Our experience has proven that the value comprehensive, professional financial planning can only be realized in partnership with our clients. The relationship is what unleashes the potential of planning. For this reason, we are very selective and we encourage anyone interested in working with us to take their time and make sure – as we do – that there is a great fit.

The Financial Planning Relationship

Our clients have shown us that our greatest strength is our unique ability to help you draw out what is most important to you so we can work together to align your finances and actions with your values and priorities.

Since we expect to build a committed relationship with you over your lifetime, you may want to consider the core beliefs that underly our offering of services. And we work in partnership with the rest of your professional providers.

Our Beliefs

• Financial planning is one key to maximizing your wealth. At the FMA Group, we define wealth planning as an integrated approach utilizing all your resources: 
  • FINANCIAL – PHYSICAL addresses your relationship to your finances and possessions.
    Our goal is to make sure you are well-protected and well-positioned to serve your needs. We educate, guide, and manage to maximize your situation.
     
  • SOCIAL – FAMILY addresses your relationship to your family and your natural compassion towards society-at-large.
    Our hope that your legacy will continue to spread blessings for generations to come.
     
  • SPIRITUAL - EMOTIONAL addresses your relationship to your concerns and fears around finances and money.
    Our guiding desire to instill an in our clients the deep awareness of ABUNDANCE so you may actualize your dreams and live a life you choose.

• Financial Planning must be designed to help you strike a healthy balance between all of your resources throughout your life via Life Planning.
• Financial planning should align your outer needs and situations with your inner goals and aspirations. All areas - inner and outer - need to be addressed to achieve optimal results.
• The level of communication and openness between us will determine success. We believe this can best be done in a relaxed environment of friendship and goodwill.
• A genuine warm relationship based on caring and trusting each other is essential. If that ever stops happening, we believe our relationship needs to be reevaluated.
• Financial planning is a dynamic, flexible, and ongoing work of art that evolves over time and responds to changes in our lives. Success depends on a continuous process of design that requires an openness to each other's concerns and questions.
• We believe that if we make mistakes, we must correct them. But first, we must know of them. Please talk to us so that we may do so.

Our Concierge Approach

Established in 1983, The FMA Group specializes in customized professional financial management for individuals and businesses. Together, we clarify your life goals, look at your current financial situation, and then, forge a path to achieve those goals. Along the way, we offer practical guidance, education, nurturing, and an awareness of any risks and opportunities. We become in essence your personal chief Financial Officer – a single point of reference filtering the avalanche of financial information that bombards you each day. As our clients know, information is not knowledge, which is why they value professional advice. We take a careful look at your unique situation and are always aware of the long-term impact that our work has on your life. For some, the focus might be retirement and income planning, tax planning for stock options, college funding, or generational skipping trusts. The list can go on and on because the planning is as unique as the palm of your hand.

Our services include the following: