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.
FMP Wealth Advisers is a fee-only financial planning and investment advisory firm that provides solutions to comprehensive financial planning, investment management, qualified plans, and private investments. Milton Hixson founded FMP Wealth Advisers in 1987 as one of the first fee-only personal wealth management firms. FMP has since grown into a...
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...
The new tax law is making it a little more difficult to decide how you make your gifts to charity. Here’s why: The standard deduction has increased from $12,000 to $24,000. So, what does that mean to you? On your tax return you can deduct the larger amount of the...
