FMAP (Financial Management Action Plan) Software
Money Armour’s proprietary planning software allows our financial planners to create, present and implement financial plans for our clients that are understandable because it illustrates purpose of income and provides measurable accountability. A good financial plan is like a blueprint for a home, it allows you to make sure everything is designed and engineered to meet your personal needs and goals.
Wealth Management
Money Armour's wealth management approach integrates portfolio management with asset protection, financial planning, estate planning, risk management and other services to assist our clients in achieving their financial goals.
Wealth Management is more than just managing your assets or giving you a new portfolio allocation. Wealth Management is about "Managing" your wealth. This means managing your risk, whether through re-titling assets or through using insurance, it means managing your investments, making sure that you are not inheriting too many risks based on how your portfolio is invested, it means managing your taxes. Having a highly qualified CPA is a vital key to wealth management.
Wealth Management includes, but is not limited to, planning the distribution of the wealth you have accumulated, both in income planning for your retirement and in estate planning for the entire distribution of your estate using specialized attorneys to design custom trusts, will and entities.
Wealth management is not a product that can be sold. It is a mindset that is learned and lived.
