The partners of FMG have extensive backgrounds working with athletes and entertainers. Serving as our clients personal Chief Financial Officer (CFO), FMG maximizes clients wealth potential by addressing financial needs and cultivating new business opportunities, allowing them to focus on their specific careers. Our services include:

Individual Financial Support

  • Budgeting and Cash flow planning

  • Bill Paying

  • Tax Compliance/Preparation

Investment Advisory Service

  • Risk Management

  • Asset allocation and policy oversight

  • Retirement planning

  • Asset management

Estate and Wealth Planning

  • Comprehensive Estate and Wealth planning

  • Transfer tax liability and maximization

  • Strategic Charitable Gifting

Business Consulting

  • Creating a business structure that will maximize tax benefits (LLC, S-Corp., etc) while minimizing liability exposure

  • Performing thorough analysis and reviews of financial viability of proposed business ventures

  • Improving competitiveness at the business unit or functional level