Participant Services

Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most—investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.

Participant education
We will work with your participants to:

  • Explain the importance of retirement planning and the options available under the plan
  • Determine their unique investment objectives, tolerance for risk, and time horizon
  • Recommend an asset allocation model suited to their personal needs or goals, based on the investment alternatives available under your plan

Custom communication programs
We offer a specialized approach to communication and can:

  • Tailor a communication program that addresses your specific needs
  • Deliver presentations on broader financial planning topics

Conduct educational meetings in either group or individual settings

Contact Us

Financial Management Associates, LLC
510 Turnpike Street, Suite 203
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail: apkcap@comcast.net

Featured News

By using Financial Management Associates, LLC you agree to our use of cookies to enhance your experience I understand

Please enter the password to access the other pages in our site. If you do not have the password, please call 978-687-2867 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Please enter the password to access the other pages in our site. If you do not have the password, please call 978-687-2867 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..