Financial Management Group, Inc. (Comprehensive Financial Planning)

This page is intended to answer questions you may have and to help facilitate any servicing of your individual accounts.

College Planning

College Board
Online tools to assist in college planning

Compliance

FMG ADV, Part II
Updated formal registration with the Securities and Exchange Commission.

Financial Resources

Interesting And Helpful

Record Retention Schedule
How long should I maintain this document?

Investment

Modern Portfolio Approach
Extension write-up of Nobel Prize Winning Investment Methodology we utilize to manage client portfolios.
Asset Class Descriptions
Description of different asset classes utilized in client portfolios.
The Science of Investing (DFA)
Excellent write-up by Dimensional Fund Advisors on how they manage your assets.
Risk Tolerance Questionnaire
Risk Tolerance Questionnaire for annual update of client's risk comfort level.

Investment Products

DFA Global Equity Holding List
Listing of all stocks held within the DFA Global Equity Portfolio (7/31/05)
DFA Global Equity Fact Sheet
Two page summary of Dimensional Fund Advisors package of funds, the Global Equity Portfolio.

Questionnaires

Cash Flow Template
To help you organize you monthly budget.
Money Max Questionnaire
To have a Money Max Profile completed.
FMG Questionnaire
Questionnaire for initial prospects and clients to complete.

Reference

Make the Client Vault a Trusted Site

Tips to make the electronic Client Vault a trusted site on your network.
Client Vault Reference Sheet

Tax Information

Tax Planning Opportunities 2009 - 2010
Plannig opportunities in the Government's response to the economic downturn.

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