Start now—early planning gives you more options and peace of mind.
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- About
At First State Financial Management, we help you see the big picture. Whether you’re dreaming of owning a home, starting a business, or retiring comfortably, our comprehensive financial planning services are designed to guide you every step of the way.
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Review your income, assets, liabilities, insurance, investments, taxes, and estate plan.
Establish and prioritize your financial goals.
Financial Professionals: Coordinate your overall plan and investment strategy (FSFM Advisors).
Accountants & Tax Attorneys: Provide guidance on tax issues.
Estate Planning Attorneys: Help manage and transfer your assets.
Insurance Experts: Evaluate your coverage and recommend solutions (FSIA).
You: The most important member of the team. You goals drive the plan and you remain in control of all decisions.
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Saving and investing for retirement
Funding college education
Reducing income and estate taxes
FDIC-Insured - Backed by full faith and credit of the U.S. Government
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