Financial Management Strategies, Inc.
Financial Management Strategies, Inc / 9050 Sweet Valley Drive / Valley View, Ohio 44125
Phone: 216-642-1099 / Toll Free: 888-665-1099 / Fax: 216-642-1186
E-Mail: info@FMS401k.com
EMPLOYEE EDUCATION
FLEXIBILITY
Your employees come from a variety of age
groups, family backgrounds and financial
situations.  From time to time they need help, and
different people need help with different things.  
For that reason, we designed our employee
education program with flexibility in mind.

HOLISTIC APPROACH
Our approach to employee education is much different than others in that
we take a holistic view.  We concentrate not only on investment basics but
also real life applications like how to save for a child's education or take care
of an elderly parent.

OUR EDUCATION PROGRAM INCLUDES:

  • Employee Enrollment Meetings
    Here we provide your employees with the tools they need to determine
    their personal risk tolerance, discover how much they will need to save
    to reach a comfortable retirement, and provide investment information
    to help them find the right vehicles to get them to their goals.

  • Lunch and Learns
    Our lunch and learn programs are informal sessions where your
    employees can gain additional advice on a variety of investment and
    financial related topics. These sessions are conducted by one of our
    financial advisers.

  • One on One Advice
    For employees that have more specific needs, our financial advisers
    and planners are available for more personalized advice.

  • Quarterly Newsletter
    Accompanying their quarterly statements, your employees will receive
    a copy of our newsletter that provides them with additional information
    and tips on a wide variety of investment and financial related topics.  

  • E-Modules
    For the do-it-yourselfers in the group, we also provide investment
    related e-modules on our participant website. Employees can access
    these modules at their convenience to gain additional investment
    related information.

With the FMS 401k Employee Education Program, your employees will
gain better control over their financial futures.  To customize a program for
your group, contact us TODAY!
ABOUT US
CONTACT US
9050 Sweet Valley Drive
Valley View, OH 44125

216.642.1099  Phone
888.665.1099  Toll Free
216.642.1186  Fax

info@FMS401k.com