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Welcome PI members and employees to the website dedicated to your financial planning needs!  This site is designed to help answer your questions on an array of planning topics.  We encourage you to browse the Financial Planning section and visit the “Helpful Financial Planning Ideas” to better learn the strategies we are recommending to PI members on a daily basis.  At any point you need further advice, or answers to questions you don’t find here, simply click on the “Questionnaire” tab that will direct your information and questions to FMN.  

Financial Management Network has been advising PI members and employees for over 7 years.  You should be receiving our newsletters each quarter that contain helpful information on your retirement allocation, and hot topics that apply to PI members.  You can find our newsletters on the “News and Updates” section.

As PI members, your financial planning can be complicated and confusing at times.  Make no mistake about it, your options for retirement savings alone are many.  Let this be an encouragement to seek out the right information that may answer questions you didn’t know to ask.  Once again, feel free to contact us with your questions. 

 

Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value.   FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than AZ, CA, CT, FL, IA, KS, MO, OR, TX, VA and WA.  Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MI, MN, MS, MO, MT, NM, NJ, NY, NV, NC, OH, OK, OR, TX, UT, VA, WA, and WI.  The information you submit on the calculator pages may not be secure.  Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice.  Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.  Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.

NOTICE OF IDENTITY VERIFICATION

To help the government fight the funding of terrorism and money-laundering activities, and to verify your identity, federal law requires that FMN Capital Corporation (FMN) and/or National Financial Services LLC (NFS) obtain your name, date of birth, address, and a government-issued identification number before opening your account.  In certain circumstances, FMN and/or NFS may obtain and verify this information with respect to any persons(s) authorized to effect transactions in an account.  For certain entities, such as trusts, estates, corporations, partnerships, or other organizations, identifying documentation is also required.  Your account may be restricted and/or closed if FMN and/or NFS cannot verify this information.  FMN and/or NFS will not be responsible from any failure to provide this information, or from any restriction placed upon, or closing of, your account