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Creating A Financially Secure Future

Financial Planning & Management

Focusing on your complete financial picture

Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, FP&M can help you. Select the category below and learn what FP&M can do for you.
info@fpm.us.com

How can we help you?

Financial Planning
Financial planning is a dynamic process. Your financial goals may evolve over the years due to life-changing events such as retirement, an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, FP&M will be committed to providing the high standard of financial planning.
Retirement Planning
Whether you are looking to start saving for retirement or in your peak earning years, FP&M will work with you to maximize your opportunities to help you reach your retirement goal as well as plan for things that may have not be considered.
Business Planning & Consulting
FP&M can assist in setting up small business retirement plans or individual retirement plans for business owners to help maximize the goals of the plans. FP&M has experience in organizational managment and project administration and can assist organizations on an as needed basis to supplements existing operations.
Life-Changing Events
Events in our lives can change our financial picture. Marriage, divorce, children, care for parents, job or career changes can all impact your current financial plath. FP&M will help you plan for life-changing events and assist you when those events occur.
Investment Management
FP&M works with clients to take inventory of their current investments, determine the short and/or long term goals, identify what type of an investor the client is, decides what allocation reflects the desired risk and reward, monitors and adjusts those investments tailored to the client's financial situation.
Life Insurance
Life insurance can provide a sense of security and ease knowing that your family will be supported if you leave them prematurely. FP&M can assist in developing a life insurance program for individuals and business owners that brings peace of mind to you and your loved ones.

Chad C. Shoultz, MBA, CFP®

Chad has maintained a financial & management consulting business since 1998, providing services to individuals, families, trusts & small businesses. His diverse experience includes extensive management of organizations and projects in the governmental, high education and private sectors. Chad is a graduate of Florida Institute of Technology and the University of Central Florida. He is a member of the Financial Planning Association and has held leadership roles in professional organizations, board of directors and philanthropic campaigns.