- Investment Management“Portfolio management” is how we steward your assets so they can support your long-term goals and objectives. It is the heart of every client relationship and is the blueprint for the wealth management plans we build.
- Wealth ManagementFMF&E Wealth Management, LLC (FMF&E) is a Registered Investment Adviser. This web site is not a solicitation or offer to sell investment advisory services. FMF&E provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration as an Adviser does not imply a certain level of skill or training.
- Accounting Services
- Financial PlanningThink of planning as a pyramid. While money is at the base of all financial planning, our process helps you set financial goals, life goals and think about your impact on your family and community.
- Retirement PlanningThere are no separate, additional fees to FMF&E Wealth Management for retirement planning, social security analysis, education planning, special reports, asset allocation studies, or any other service.
- Asset Management
- College Funding