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Wealth Management Planning

Working with an F&M Financial Services Advisor, you’ll receive the care of a local team while still having access to a large-scale diversified third-party managers and individualized service options. With our advisors, you’ll receive:

  • Comprehensive Financial Planning
    • Create and monitor a personalized financial plan based on the client’s needs/goals assessment, risk profile & asset allocation model.
  • Asset Consolidation & Comprehensive Reporting
    • Performance, Balances, Activity, Trends, Income.
  • Systematic Contributions or Distributions
    • Monthly, quarterly, semi-annual, annual contributions or distributions from accounts directly to bank checking/savings
  • Full Access Client Service
    • Updates on beneficiaries, account registration, transfers, and online access to monitor your account and planning tools.
  • Contact Commitment
    • Two in person reviews, two phone reviews, monthly market updates and personalized advisor updates on current events effecting markets.

Compare our traditional account and advisory service commitments.

Make an appointment with a local Osaic Institutions Wealth Management Advisor today!

Green Investments
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Have Questions? Get In Touch

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