Comprehensive wealth management for families, individuals, and closely-held business owners
At FRM, we simply help successful people make smart choices about their money in order to simplify their lives and give them the confidence they need to achieve their most important goals.
Today’s fast paced world can make maintaining the disciplined focus necessary to accomplish your financial goals a real challenge. We inspire our clients to make decisions in alignment with their most deeply held values in order to give them the highest probability of success.
Our clients benefit from a personal advisory relationship focused on them and dedicated to a proven philosophy and a disciplined process that allow dreams to become realities.
You’ve made investments your whole life. Work with us to help make the most of them.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A look inside the U.S. government's statistics on household net worth.
Lifestyle considerations in creating your retirement portfolio.
Military families face unique challenges, making personal finance even more critical.
To choose a plan, it’s important to ask yourself four key questions.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.