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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Rightsizing for Retirement
What does your home really cost?
Learn when it may not make sense to file a claim on your home insurance.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here's a breakdown of how the federal government spends your tax money.
Four vacation destinations you might never have thought of.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
Do you know these three personal finance sayings?
When should you take your Social Security benefit?