Things we're really knowledgeable about.

Our advisors at FNA Wealth Management are prepared to work with you in building your strong investment foundation. From setting goals and creating a budget, to choosing retirement options and helping to grow your wealth, our advisors' priority is getting to know you, your circumstances and your goals. They will be there when you need them, for every step of your growth, guiding the decisions that begin and end with you.

We should note that our FNA X-Press Deferred Comp team are very knowledgable at what they do! Learn more -›

  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Some friendly people you should know.

You spend your life working hard. It's our job to help you protect your success. Check out our advisor profiles and find out just how much we can help. Any and all questions are welcome. Together, we can design your future.

  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Headlines.

Tax Planning for the Self-Employed

Posted in - Tax
on February 26th, 2019
0 Comments

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your …

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Taxation of Investments

Posted in - Tax
on February 19th, 2019
0 Comments

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how …

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