Products & Services

At Financial Management Inc., we provide assistance in the following areas:

Investment Services

  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Fixed Annuity
  • Variable Annuity
  • Alternative Investments
  • REITs

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401 (k) Rollovers
  • College Planning  
  • Estate Planning
  • Asset Allocations
  • Client Portfolio Management
  • Trust Services* 
  • Risk Management

*LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Group Insurance
  • Individual Insurance