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 LPL 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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Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.

Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information.  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2009 Financial & Investment Management Advisors, Inc.
Last modified: January 13, 2010