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Resource
Management

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901-767-5755

775 Ridge Lake Blvd Suite 150
Memphis, TN 38120

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Our Team Kevin Johnston Bob Fratesi & Jonathan Fratesi Lee Greene & Katie Younts

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.

Helpful Content

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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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 Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad 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.

Securities Products offered through Arete Wealth Management, member SIPC/FINRA/NFA.  Financial Resource Management is a Registered Investment Adviser.