Financial planning is not a product you buy once, but rather an evolving relationship that meets your changing needs.
Discipline is needed to successfully navigate the investment landscape and allows us to help clients like you and your family achieve their dreams.
With 30 years of experience in qualified plans, FMP can guide employers through the process of implementing and monitoring retirement plans.
We believe that at some point, diversification should be more than stocks, bonds, and the public markets.
A CFP® certificant is an individual who has successfully completed the initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc. (CFP Board). CFP® practitioners voluntarily submit to the certification requirements in order to demonstrate their competence and expertise as a financial planner. Anyone may...
Investment returns should be evaluated and compared in reference to a specified length of time. A 7% total return is not meaningful performance data without knowing the length of time it took to earn the 7%. Likewise, comparing a 7% total return over three years versus a 7% total return...
As you may have noticed by the advertisements, a currently popular trend in retirement planning is to calculate “your number.” This refers to the amount of savings you need to have at retirement. From a marketing perspective, “your number” attracts consumers who prefer simplicity and an easily defined goal, but...
Summary of Legislation by FMP Wealth Advisers Congress passed the Tax Cuts and Jobs Act on December 20, 2017. We have reviewed the details of this new legislation and summarized in this document the items we believe to be of most impact and interest to our clients. In favor of...
