At FMW Financial Advisors, you receive the shared expertise and knowledge of both Financial Advisors and CPAs. As an extension of FMW CPAs, our one-firm approach provides a comprehensive resource of skills with the goal of making sure all of the pieces of your financial plan are working together in a tax-optimized manner.  Method 10(R) and wheel design are property of 1st Global Capital Corp. 2016. All Rights Reserved

Service Options:

Investment Planning

Many people find the investment planning process to be intimidating and will often not review investment strategies as their lives change. Accordingly, the investment strategy you once had may no longer be appropriate or adequate. As your life and goals change, your investment strategy may need to be altered to accommodate those changes. At FMW Financial Advisors, we will continually help you understand your risk tolerance, determine your asset allocation needs, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

Tax Planning

We leverage our knowledge as CPAs and Financial Advisors to help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more in taxes than the law requires and looking for ways to reduce current and future tax burdens.

Asset and Income Protection

Asset and income protection includes strategies to shield assets from illness, taxation and frivolous claims from third parties. Successfully planning for these potential events cannot be understated, considering they affect other aspects of your planning process, including investment planning and insurance planning.

Retirement Planning

Retirement is the time to savor the finer things, follow your inspirations and spend more quality time with the people most important to you. Whatever your vision of retirement is, diligent and ongoing planning is necessary for your retirement to live up to your expectations. We will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles, with the goal of sustaining your income during the time when you reward yourself for years of hard work.

Business and Succession Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to their businesses when the owners retire. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, FMW Financial Advisors offer comprehensive support for complex business planning, including business formation, multi-entity and succession planning.

Estate and Gift Planning

We understand that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in life. With our deep understanding of your total financial situation, we will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. Together we will work to help you leave behind the legacy you desire.

Insurance Planning

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan? Does it take recent life events into account? As life changes, so do your insurance needs and the strategies needed to protect your lifestyle and your family members who are dependent on your income.

Education Planning

College tuition costs continue to exponentially increase each year, while the savings and investment vehicles are in a constant state of change. Additionally, education planning can affect other planning strategies, such as tax planning, investment planning, retirement planning and estate planning. It’s critically important to systematically review your goals today to ensure that the wealth you are saving now will accommodate the education goals you have for yourself or your loved ones.

Special Situations

Special situations are any type of events that force dramatic and sweeping changes. These can include marriage, divorce, birth, death or a large inheritance. These events can affect your estate plans and investment strategies. We will guide you through these situations to make sure you are prepared.

Charitable Giving

We understand that fulfilling your philanthropic passions can be one of the most emotional and impactful parts of a plan. With our deep understanding of your total financial situation, we will work to maximize the financial opportunities you provide to chosen beneficiaries and the charitable organizations important to you.

Save