When is the best time to pass your wealth on to the next generation? That depends on your goals. Our “Guide to Gifting to Your Heirs” explores the questions and potential tax implications for you and your loved ones. Download this complimentary guide at https://lnkd.in/gdsW93Ci
Financial Management, Inc.
Financial Services
Yakima, WA 3 followers
Making the Complex Simple with Trusted Advice
About us
FMI is a fee-based, financial planning and proactive wealth management firm with offices in Central and Eastern Washington. Since 1991, we have specialized in designing and implementing a Comprehensive Retirement Strategy. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. FINRA: www.finra.org SIPC: www.sipc.org
- Website
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www.fmiwealth.com
External link for Financial Management, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Yakima, WA
- Type
- Privately Held
- Founded
- 1991
Locations
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Primary
Get directions
115 N. 50th Ave.
Suite B
Yakima, WA 98908, US
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Get directions
7025 W. Grandridge Blvd.
Suite B
Kennewick, Washington 99336, US
Updates
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Are you making the most of your charitable giving? Learn how to maximize your impact with tools like donor-advised funds, RMD donations, and estate planning. Your generosity could go further than you think. Dive into the details: https://lnkd.in/gY9GSmYU
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The Fed is clearly worried about inflation uncertainty. What does this mean for investors and the economy in general? Learn more: https://lnkd.in/gxGyMCPb
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Looking for a smarter way to make a bigger impact with your charitable giving? A Donor-Advised Fund (DAF) could be the solution. Learn how this flexible and tax-efficient tool can help you support the causes you care about most. https://lnkd.in/ge-Uw2QE
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Give with intention and impact! Discover smart strategies for charitable giving that not only benefit the causes you love but also provide financial advantages. From donor-advised funds to estate planning tips, learn how to align your generosity with your goals. Read the full blog: https://lnkd.in/gY9GSmYU
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If you had looked at the markets last Wednesday, you'd hardly know the Fed had just cut rates. What could have spurred the selling cascade, and should investors still expect a Santa Claus Rally to turn things around? https://lnkd.in/gxGyMCPb
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Do you know your risk tolerance when it comes to investing? Answer a few easy questions, and we can help you discover the right strategy for you. https://lnkd.in/gaBX_Jmr
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There’s still time to wrap up your year-end financial planning! From insurance and tax strategies to budgeting, we’ve prepared a handy checklist to help you start the new year with confidence. https://lnkd.in/gDJqHReC
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Stocks have experienced some early-December weakness. Should investors still believe in Santa this year? https://lnkd.in/gw3NMzu7
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Plan your best financial year yet! Check out our month-by-month task list for 2025, complete with key dates and deadlines to keep you on track. https://lnkd.in/gAS_9uwE
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