Services

How We Work

We are dedicated to helping our clients achieve their financial goals. Our portfolio management committee has advanced designations of Chartered Financial Analysts in investments and our Chief Investment Officer Peter Murphy, CFA gained valuable experience as he began his career working on the endowment foundation at Notre Dame and is now a part of our private client groups resources. We are also licensed for insurance and annuities and being independent we offer several options that if presented will be appropriate to suit your unique needs. We offer a range of services that can help you form a secure financial future, including:

Estate Planning

Organize and manage your assets to prepare for the distribution of your property after your death, including provisions for end-of-life decision-making and care.

Financial Planning

Create a strategy to manage your financial resources to achieve your goals through budgeting, saving, investing, and managing debt.

Social Security

Develop a strategy to maximize your benefits by understanding the eligibility requirements, calculating your benefits, and determining the best age to claim your benefits.

Small Business Planning

Construct a plan to set and achieve the financial goals of a small business, including developing a budget, forecasting financial performance, and identifying and evaluating investment opportunities.

In addition to our in-house expertise, we also have access to a network of affiliates including CPA firms and business consulting experts. We pride ourselves on building strong relationships with our clients and providing personalized, comprehensive planning services.

Are you ready to get started?

Schedule a Meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

David.Ryan@fmgTemp.com | (314) 954-4917