The Team Approach
The planning process at Financial &
Investment Management Advisors integrates expertise from various disciplines,
such as investment advisory, accounting, legal and insurance consultation. As
such, advisors from these disciplines are consulted when necessary to analyze,
develop and implement a comprehensive financial plan designed for your
individual circumstances. By combining the talents of these professionals, we
offer you the best possible solution for your investment and financial needs.
F&IMA Financial Advisors
are financial professionals with various business backgrounds and professional
educations. Our Advisors have extensive experience in related fields, such as
business, accounting, finance, insurance, investments, employee benefits or
financial planning. In addition to having several Certified
Financial PLANNER™ Professionals, among their ranks are NASD
Registered Representatives, a Chartered Life Underwriter (CLU), a Certified
Divorce Financial Analyst (CDFA), and a CPA. Equally as important as their
credentials, F&IMA Financial Advisors are talented and caring professionals
committed to serving their clients. That commitment is reflected in the
long-term, on-going relationships established between F&IMA and its clients.
F&IMA
requires a program of continuing education for all professionals engaged in
financial counseling or advisory functions.
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