Our Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Stocks
- NYSE-listed stocks
- NASDAQ over-the counter
- All other major exchanges
- Foreign stocks
- Initial public offerings
- Margin accounts
- Corporate finance
- Investment banking
- 144 and other employee stock restricted securities sales
- Employee stock-option plans
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Retirement Accounts
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
- Defined contribution
- Money-purchase pension plan
- Profit-sharing plan
- 403(b)
- 401(k)
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
- Dividend reinvestment
- Unit Investment Trusts
Asset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Bonds
- Convertible
- Corporate
- Municipal
- Zero coupon
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Options
- All major exchanges
Insurance
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care
Alternative Investments
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
- Oil & Gas Programs
- Tax Credit Programs
- Real Estate LLCs
Hidden Box
This box has been hidden (from the public-facing side of the site), if you need assistance with this, please reach out to FMG's Customer Services Department.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
totten@ifgrr.com | 775-284-8744