Our Products & Services

Financial Management Advisors, Inc.
 
 
We provide expert assistance in the following areas:
 
 
 
INVESTMENT & ADVISORY* SERVICES

 

 
 
EDUCATION PLANNING

 
 
ESTATE PLANNING 

 

  • Plan Development 
  • Estate Conservation 
  • Gift Giving 
  • Charitable Giving 
  • Review of Wills, Trust, and General Durable Power of Attorney
 
 
RETIREMENT PLANNING

 

  • Traditional IRA`s 
  • Roth IRA`s 
  • SIMPLE IRA Plans
  • SEP IRA Plans 
  • 401k Plans

 

  • Pension Plans
  • Pension Rollovers
  • Annuities
  • IRA Rollovers
 
 
 
INSURANCE PLANNING
 

 

  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance

 

  • Disability 
  • Key Employee Coverage
  • Deferred Compensation Plan
 
 
 
 
 
 
For more information or to schedule an appointment, contact the following representative of Financial Management Advisors, Inc.
 
 
*Jim Bratcher, CERTIFIED FINANCIAL PLANNER™ 
(931) 455-0151 or (931) 455-9382

 

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Securities offered through Securities Service Network, Inc. (SSN) Member FINRA/SIPC.
*Advisory services offered through Financial Management Advisors, Inc. A Registered Investment Advisor
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.