HOME ABOUT US INSTITUTIONAL SERVICES WEALTH MANAGEMENT SERVICES BUSINESS CONSULTING SERVICES INSIGHTS TOOLS CLIENT CENTER CONTACT Wealth Management Services Building personal wealth is a huge challenge, which is why FMS has put together a team of financial planning experts who are committed to helping you define and reach your financial goals. Our wealth management and financial planning services are designed to help you identify, analyze, and plan for your future: short-term and long-term. From understanding your current financial position to planning your investments; from retirement planning to estate planning, tax planning, and implementation, the FMS team places focus on your specific needs. The foundation for building future wealth begins with your current financial profile. We will begin by examining your present: Financial Position – Where are you now, financially? Personal Financial Statement Analysis Debt Management & Structuring Cash Flow Analysis & Management Once the foundation of your financial profile has been established, it’s time to put in place a plan to build wealth over time and solidify your future, including your retirement and beyond. Expert Investment Planning – Where do you wish to be, financially? Goal setting, education, and analysis of potential achievements Asset Allocation/Retirement Income Strategies Development of an investment portfolio at a level of risk acceptable to the client Portfolio re-optimization and/or rebalancing Risk Management Planning – What potential risks could derail achieving your financial goals? Insurance Assessment & Planning Life Insurance needs review Long-term Care needs review Retirement Planning & Estate Planning – What does your future and your legacy look like, financially? Analysis of retirement needs and the state of your estate Review income goals Estimated retirement income Retirement funding alternatives Analysis of company plans (in full) Estate liquidity and survivor income analysis We will conduct an initial consultation at no charge to you. We will work with you to identify the wealth management services and financial planning steps that will help achieve your financial goals. We will schedule consultations as needed and provide a specific written plan to put you on the road to building wealth. If you have more questions about our wealth management services, and how we may assist you, please contact FMS today. Contact 1330 Smith Ave Suite 7 Baltimore City, MD 21209 Financial Management Strategies, LLC Office: 410.779.1276 Fax: 410-779-1302 info@fmsadvisors.com Disclaimer Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. This website is for informational purposes only and not intended to constitute an offer for or any solicitation to sell securities or investment advisory services except, where applicable, in states where we are registered, or where an exemption or exclusion from registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, as well as information posted on "linked" websites is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of the information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Original Content Property of Financial Management Strategies Copyright 2018 Copyright 2021 FMG Suite.