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Financial Planning

We Methodically Address Each Element of your Financial Plan

As a CFP®, FDM ensures that all elements of your financial plan are covered. These include retirement income planning, portfolio/risk management, estate planning and insurance. Bound by the fiduciary oath, FDM is required to put your interests before ours in making planning decisions.

The Five Elements of the Financial Plan

  1. Retirement Planning
  2. Investment Planning
  3. Estate Planning
  4. Education Planning
  5. Insurance