Firmo Investment Consulting ServicesTM 2014 

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Firmo puts together some of the most comprehensive financial, small business, and 401k retirement plans in the industry. 

One of the most effective methods of planning is preparing solutions for potential roadblocks to your plans. 

 

We essentially create several plan scenarios to help you effectively prepare for changes in the economy, in personal financial matters, and in possible tax implications.

 

Our goal is to help you make your life transitions less stressful and allow you to stay one step ahead of others who have not prepared for changing financial times or unexpected circumstances.

Fee-Based
Money Management

Firmo's Fee-Based Money Management platform allows the client to choose where their assets are to be held. We don't charge commissions to the client. Instead we charge a straight fee, a percentage on the amount of assets under management. 

 

This allows for the client and the advisor to be on the same page without worrying that your advisor is getting paid for making more transactions then they should be making. 

 

Firmo utilizes some of the best technology and research available, and the best managers available as well, to help accomplish your investment objectives.

 

 

Risk Management/
Insurance Solutions

Life Insurance 

Firmo works with several life insurance companies. We let the client choose based on insurer ratings, services offered, and cost. We focus on Individual and Corporate life insurance policies like Key Man Insurance.

 

Health Insurance  

Firmo works with several health insurance companies. We provide several options based on insurer ratings, services offered, and cost. We focus on Group Health for companies and Medicare supplements for those that are retiring or already retired.

 

Performance-Based Money Management

This is a very simple concept. If you don't make money we don't make money.  

 

By choosing performance-based investing the client incentivizes the advisor to outperform the markets. If he does not make money for the client, then the advisor makes no money. 

 

If the clients makes a profit, the advisor is paid a small percentage of the profits. 

 

Only "Qualified Investors" are eligible for this platform. Call Firmo today to see if you qualify for this platform (310) 807-7000.

 

Corporate Retirement Plans (401K)

​In a segment of the market that is known for selling its own proprietary products. It is refreshing to know of a firm that does its own independent analysis for the client.

 

It compares: performance, money management styles, service, and cost. Essentially allowing the client to see an apples to apples comparison.

We believe every little bit makes a difference when it comes to long term retirement planning for you and your employees.

Financial Planning

Firmo puts together some of the most comprehensive financial, small business, and 401k retirement plans in the industry. 

 

One of the most effective methods of planning is preparing solutions for potential roadblocks to your plans. 

 

We essentially create several plan scenarios to help you effectively prepare for changes in the economy, in personal financial matters, and in possible tax implications.

 

Our goal is to help you make your life transitions less stressful and allow you to stay one step ahead of others who have not prepared for changing financial times or unexpected circumstances.

Business Planning

​Choosing the right busines plan is vital for the success of your business.

 

Firmo incorporates years of experience in understanding what successful businesses do to succeed in the market place into a concrete yet flexible business plan that allows you to grow or create an exit strategy for your business.

Good research is an important component in understanding your markets trends and helps to develop a good business strategy.