Comprehensive Retirement Strategy

At Financial Management, Inc. we believe that a proactive approach to successful retirement is not only important, but necessary. A successful retirement strategy involves having varying strategies integrated together around your personal goals. Just like building a puzzle, you need to assure that you have all the right pieces, know how they fit together and create your vision of retirement in each of the strategic planning areas. Coordinating your taxation, distribution, investment, risk management, and planning strategies with your personal legal and tax advisors and our network of outside professionals, you will experience the value that comes from creating a Comprehensive Retirement Strategy.

 

CONTACT US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

Direct: 509-869-3907
Office Main: 509-443-5174 x 102
Fax: 509-315-4892

Email: rich@fmiwealth.net

221 West Main Avenue, Ste 200, Spokane, Washington 99201

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No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws.