Protecting your most important asset - TIME
FMG was founded on the principle that complexities associated with wealth management are directly proportional to net worth accumulation. FMG simplifies client’s lives by developing and managing wealth preservation strategies - enabling individuals to focus their time on what matters most.
FMG’s Offerings
Baseline Offerings
Creation of family financial bible and quarterly review of bible to keep up with family changes
Quarterly review of investments to make sure risk-adjusted performance is as expected
Quarterly review of wealth solutions implemented and quarterly tax consequences
Quarterly cash reviews charitable donation planning