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 you and your family achieve their dreams.
With over 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.
When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting...
When the stock market is having one-day drops of 2%, 3% or more, many investors instinctively want to follow the herd and run for the exits. And that's understandable. Sometimes it seems like a game of survival when it's years or decades of your hard-earned dollars on the line at...
The Social Security decision. Nearly every taxpayer in America must make it. When should I take Social Security? Could I be penalized or miss out on thousands of dollars over my lifetime if I make a mistake? How do I know if I made the right decision? The "when and...
When the stock market is down double digits, you may hear advisors saying it's a great time to do a Roth IRA conversion. To be sure, the conversion strategy can save some people tens of thousands of dollars in taxes during their lifetime. But not always – we'll get to...
