Done Deal

What we do 

Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. ​​

  • We work with you to create your very own financial plan.

    1 hr

    Introductory Meeting
  • Make sure you plan ahead

    1 hr

    Introductory Meeting
  • We will work closely with your attorney to help coordinate your estate

    1 hr

    Introductory Meeting
  • We help you financially plan for your child's higher education

    1 hr

    Introductory Meeting
  • We understand the value of insurance needs.

    1 hr

Brainstorm

Investment Management

Traditional IRA
Roth IRA
SEP IRA
Small Business Planning
Simple IRA
401 (K)
Investment Management
FMSA is a value manager. 

Value investors seek to buy stocks trading at prices well below the estimated value of the underlying businesses. We believe that, in the long term, the prices of these stocks will rise as the market recognizes their true worth. By holding these stocks for three to five years, we believe they will help us deliver favorable long-term results with a margin of safety.

We look for a business with a potential margin of safety – one selling at a price below our estimate of its intrinsic value.

FMSA is a value manager. 

Value investors seek to buy stocks trading at prices well below the estimated value of the underlying businesses. We believe that, in the long term, the prices of these stocks will rise as the market recognizes their true worth. By holding these stocks for three to five years, we believe they will help us deliver favorable long-term results with a margin of safety.

We look for a business with a potential margin of safety – one selling at a price below our estimate of its intrinsic value.

 
Gardening Together

Retirement
Planning

Mutual Funds
Annuities
SEP IRAs, Coverdell ESAs
401 (K) & Profit Sharing Plans
Income Tax Reduction Plans
Tax Deferred Investments
Tax-Free Income Planning
403 (B) Plan Services & Analysis
Even if retirement is still far off at this point in your life, you can take steps today to work toward financial independence so you have the freedom to make retirement your own. 
Wherever you are on your path to retirement, life after a regular paycheck takes preparation.   
With daily responsibilities and competing for financial priorities, it can be easy to put off. 

FMSA is a value manager. 

Value investors seek to buy stocks trading at prices well below the estimated value of the underlying businesses. We believe that, in the long term, the prices of these stocks will rise as the market recognizes their true worth. By holding these stocks for three to five years, we believe they will help us deliver favorable long-term results with a margin of safety.

We look for a business with a potential margin of safety – one selling at a price below our estimate of its intrinsic value.