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Generational Planning Program

Generational Planning Program

In our ongoing effort to not just meet, but exceed, our clients' needs and expectations, we offer a multi-generational planning program. At FMB we look beyond the money to develop relationships with your heirs, creating long term goals that will prepare your family to prosper and thrive across generations. Our hope is that this program removes any hesitation to seek advice on the important issues that will impact their financial futures.

Our program involves working with a Trusted Family Advisor® to educate heirs on basic financial planning issues including:

  • Starting early to save for retirement
  • Understanding tax advantaged savings vehicles for Retirement and College (Roth vs. Traditional IRAs, 529's, 401(k)'s, etc.)
  • Selecting 401(k) investment options
  • Budgeting
  • New home purchase
  • Insurance needs evaluations
  • College saving and funding for children
  • Trust/Estate Planning
  • Coordinating Family Meetings
  • Developing Family Legacy

For More Information on Our Generational Planning Program

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