Financial Planning & Wealth Management -

Registered Investment Advisor

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Overall analysis of your financial picture

We all face challenges and financial dilemmas during each stage of life.  Let our team analyze your specific situation to help clarify your understanding of how your full financial picture looks and how planning can help create a secure future. Considerate assistance is offered for those who are facing especially delicate life changes like the death of a spouse or loved one.

Ideally, college and retirement should be part of the same financial plan.  We strive to educate clients so that they can make better decisions when forced to trade-off between these two important goals.  Our software and services help families determine their best strategy to pay for college and save for retirement.

Retirement and college planning

We offer customized estate and trust planning services to help clients understand complicated and ever-changing tax laws to assist them with decisions surrounding their wealth.  Such decisions include gifting programs, beneficiary designation reviews and trust management.

Tax and estate planning

Sail smoothly into your future with the help of Federmann Financial Advisors Inc. Stop by today and learn more about our planning and investment management services.

Call today for an appointment.


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