Financial Management Service

FMS Financial Partners, Inc. (FMS), a member of the National Financial Partners (NFP) network, stands as a beacon of personalized financial guidance in today's complex marketplace. With approximately 200 offices spanning the nation, NFP offers a wealth of resources and expertise, while FMS maintains its core values as a service-oriented, boutique-style firm, headquartered in Encino, California. This unique blend allows us to provide our clients with the personalized attention and tailored solutions of a smaller firm, backed by the robust infrastructure and stability of one of the largest national and international financial services organizations.

Our Client-Centric Approach

At FMS, we understand that each individual and business has unique financial aspirations and challenges. We believe in building lasting relationships with our clients, based on trust, transparency, and a deep commitment to understanding their goals. Our approach is comprehensive, collaborative, and proactive. We work closely with our clients to identify their needs and objectives, develop customized strategies, and provide ongoing support and guidance throughout their financial journey.

A Holistic Range of Services

FMS Financial Partners offers a comprehensive suite of financial services designed to address all facets of our clients' financial well-being.

• Employee Benefits Solutions: We recognize that attracting and retaining top talent is crucial for business success. Our expert team designs and implements innovative employee benefits programs tailored to the specific needs of each organization, ensuring compliance with evolving regulations while maximizing employee satisfaction and retention.

• Wealth Management Solutions: Our wealth management team guides clients toward achieving their long-term financial goals through sophisticated investment strategies, comprehensive financial planning, and personalized guidance. We leverage cutting-edge tools and technology to provide a clear and comprehensive vision of wealth management, empowering our clients to make informed decisions and build a secure financial future.

• Risk Management Solutions: We understand that unforeseen events can significantly impact financial stability. Our risk management specialists work with clients to develop comprehensive plans to mitigate potential threats, ensuring their financial well-being is protected against a variety of risks, including property, liability, and cyber threats.

• Insurance Solutions: From life insurance and disability protection to long-term care planning, our insurance experts provide a broad range of solutions designed to safeguard our clients against life's uncertainties. We guide clients through the complexities of insurance planning, ensuring they have the right coverage to protect their loved ones, their business, and their hard-earned assets.

• Retirement Planning: We know that securing a comfortable retirement requires careful planning and strategic investments. Our retirement planning specialists work with clients to develop personalized strategies tailored to their individual needs and goals, maximizing their retirement income and ensuring a secure financial future.

Core Values

Our unwavering commitment to our clients is reflected in our core values:

• Integrity: We conduct business with the utmost ethical standards and transparency.
• Excellence: We strive for excellence in everything we do, continually seeking to improve our services and exceed client expectations.
• Collaboration: We believe in the power of teamwork and actively foster a collaborative environment among our team members and with our clients.

• Client Focus: Our clients are at the heart of everything we do. We are dedicated to providing personalized attention, comprehensive solutions, and ongoing support to help them achieve their financial goals.