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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Earnings season can move markets. What is it and why is it important?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The uncertainties we face in retirement can erode our sense of confidence.
There’s a link between debt and stress.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.