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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Retirement Accounts

Bonds

Stocks

Brokerage Accounts

Government Bonds

Annuity Suitability Review

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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.

breandan.kelly@FMWMG.com  |  239.689.9364