Welcome to FMIS
Financial Marketing & Insurance Services Inc. Or (FMIS) is a different kind of financial consulting service.
Sure, we're number crunchers but we're number crunchers with a vision, passionate about your success and skilled at objectively assessing and strengthening your financial situations and needs.
We're available when you need us. We deliver top notch financial advice without the cost of a CFO.
From our humble beginning in 1983 we have long stood for integrity and commitment. We are now partners with many A+ rated companies to assist you in achieving your financial goals.
Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them until it's too late. Most of our clients want to learn ways to increase income, reduce taxes, and not run out of money (without market risk or unnecessary fees.)
Under the new rules of 2001 you can better control the taxation and distributions of your IRAs.
* Stretching Tax Deferral to maximize benefits to an IRA owner and spouse under the New Uniform Lifetime Table.
* Stretching Tax Deferral to maximize benefits to your children and grandchildren, including guaranteed lifetime distributions.
* New rarely discussed Stretching options for your Non-Qualified funds.
* Stretching Opportunities, Never too late and Never too early.
At FMIS we've been serving the Los Angels area for more than 35 years. We specialize in retirement planning for both those who are retired as well as those looking to plan for retirement. We offer a client focused system where we examine your goals first. We believe that the best plan comes from putting your needs first and then finding the best solution to meet those goals.
Contact our office for a free consultation and more information.
