Financial Management Associates, Inc., (FMA) provides estate, financial, retirement and wealth management planning services to the soon-to-be-Affluent, Affluent and Wealthy as well as business entities and medical practices.
We recognize that with financial success comes increased responsibilities and complexity. FMA provides a comprehensive approach to managing our clients’ financial situations. By doing so, we can coordinate investments, income and estate taxes, providing income for retirement as well as business counseling and philanthropic decision-making to create your personal legacy. We recognize that our client’s unique estate, financial and retirement needs and goals change over time, therefore, we offer services to compliment our client’s needs as they grow. We provide our clients with short and long-term benefits involving tax strategies and improved investment decisions. We also assist our clients in transferring assets to loved ones or to charitable entities, establish a trust or foundation, or to simply advise on financial decisions.
The Ultimate Retirement Plan SolutionTM
400 Plaza Drive Ste 100
, Folsom, CA 95630 Phone: 916-985-9559
Fax: 916-985-9539 Email:email@example.com
Securities offered through Securities America, Inc. Member FINRA & SIPC, Arnold T. Beck, Jr., Registered Resentative. Advisory services offered through Securities America Advisors, Inc., Arnold T. Beck, Jr., Financial Advisor.
Financial Management Associates, LLC and the Secuities America companies are not affiliated.
Tax-related services offered through Financial Management Associates, LLC.
The Investment Fiduciary stanbdard of care applies to advisory services only.
CA Insurance License #0598477
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