Financial Security Management Agency

Financial Security Management Agency We do more than offer financial services—we empower your future! Let’s turn your financial goals into reality "Like" is not meant in the traditional sense. (FSM).

With professional guidance, focused strategies, and a dedicated team, we aim to make wealth management simple and stress-free. At Financial Security Management, we provide personalized strategies and guidance to help you create the retirement lifestyle you’ve always envisioned. There’s no single “best place” to put your retirement money—every individual and couple has unique goals, different comfo

rt levels with risk, and varying timelines for when they’ll need access to their funds. That’s why your personal circumstances must always be the foundation of your plan. By tailoring solutions to fit each client’s needs, we’ve been able to help people from all walks of life work toward their financial objectives and enjoy retirement with confidence. We’d love the opportunity to discuss your retirement strategy and show you how our experience and approach can make a meaningful difference for you. Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like' button is merely a mechanism to circulate our page. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Insurance products are offered through the insurance business Financial Security Management, Inc. FSM is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by FSM are not subject to Investment Adviser requirements. AEWM and FSM are not affiliated
companies. 03911880 - 4/26

Medicare decisions can feel overwhelming, especially when everyone seems to have an opinion.But the plan that works well...
06/03/2026

Medicare decisions can feel overwhelming, especially when everyone seems to have an opinion.

But the plan that works well for your neighbor, sibling, or friend may not be the right fit for you.

Things that can affect Medicare choices include:

Current medications
Preferred doctors
Specialists
Travel habits
Budget
Health needs
Pharmacy preferences
Comfort level with networks and referrals

The better question is not, “What plan is everyone else choosing?”
The better question is, “What makes sense for my situation?”

Financial Security Management helps individuals better understand their Medicare options so they can feel more informed before making decisions.

Call 330-539-1700 with questions.

Sometimes, a client walks in asking about a specific product or policy.But after a few minutes, the real question become...
06/02/2026

Sometimes, a client walks in asking about a specific product or policy.

But after a few minutes, the real question becomes something deeper:

“Will I have enough income?”
“What happens if my spouse passes away first?”
“Am I making the right Medicare decision?”
“How can I help make things easier for my family?”
“Am I overlooking something important?”

At Financial Security Management, we believe good planning starts with listening. The goal is not to rush into answers. The goal is to understand what matters most, then help organize the options clearly.

Because many financial decisions are not just about numbers. They are about people, families, and the future they are trying to prepare for.

Insurance products are offered through the insurance business Financial Security Management Agency Inc. Financial Security Management Agency Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Financial Security Management Agency Inc. are not subject to Investment Adviser requirements 4083981 05/26

June is a natural time to pause and ask:“Are the plans I made earlier this year still aligned with where life is actuall...
06/01/2026

June is a natural time to pause and ask:
“Are the plans I made earlier this year still aligned with where life is actually going?”

A mid-year check-in may include reviewing:

Your retirement income goals
Life insurance coverage
Beneficiary information
Medicare or health insurance questions
Major life changes
Social Security timing questions
Tax efficient strategies

You do not have to wait until the end of the year to get organized. Sometimes, a simple conversation can help bring more clarity to the decisions ahead.

Call Financial Security Management at 330-539-1700 or schedule through our website.

Insurance products are offered through the insurance business Financial Security Management Agency Inc. Financial Security Management Agency Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Financial Security Management Agency Inc. are not subject to Investment Adviser requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.. Financial Security Management is not affiliated with the U.S. government or any governmental agency 4083885 05/26

We’ve refreshed our website!At Financial Security Management, our goal has always been to make important financial and i...
05/28/2026

We’ve refreshed our website!

At Financial Security Management, our goal has always been to make important financial and insurance conversations easier to understand. Our updated website was designed with that same purpose in mind.

You can now visit our site to learn more about the services we offer, including:

Retirement planning
Medicare guidance
Life insurance
Social Security education
ACA and short-term health insurance options
Tax-aware retirement strategies

We believe clarity creates confidence, and our website is one more way we are working to make helpful information easier to access.

Take a look around, learn more about who we are, and see how Financial Security Management may be able to help you or someone you care about.

Visit us here: https://fsmagency.com/

Health insurance is not one-size-fits-all.At Financial Security Management, we help individuals and families review ACA ...
05/27/2026

Health insurance is not one-size-fits-all.

At Financial Security Management, we help individuals and families review ACA Marketplace plans and short-term health insurance options so they can better understand what may fit their situation.

These plans may be worth reviewing if you are:

Between jobs
Self-employed
Waiting for employer coverage to begin
Recently lost coverage
A seasonal or contract worker
Not eligible for Medicare yet
Looking for coverage outside of a traditional employer plan
Turning 26 and coming off a parent’s plan
Experiencing a life change such as marriage, divorce, moving, or income changes

ACA plans may be a good fit for people who need more comprehensive coverage and may qualify for income-based savings.

Short-term health insurance may be an option for someone who needs temporary coverage for a limited period of time, but these plans are not the same as ACA plans and may have limitations, exclusions, or medical underwriting.

Our role is simple: help you understand your options clearly so you can make a more informed decision.

No pressure. No confusion. Just guidance.

If you have questions about ACA or short-term health insurance options, call Financial Security Management at 330-539-1700 or visit https://fsmagency.com/ to schedule an appointment.

The value of life insurance is not only measured in dollars.It is also measured in the breathing room it may provide for...
05/26/2026

The value of life insurance is not only measured in dollars.

It is also measured in the breathing room it may provide for the people you love.

It may help family members cover final expenses, manage bills, stay in their home, or have time to make decisions without immediate financial pressure.

No one likes to think about needing life insurance. But planning ahead can be a meaningful way to care for the people who matter most.

Our role is to help you understand your options clearly and choose a path that fits your needs.

Today, we pause to honor and remember the men and women who gave their lives in service to our country.Their sacrifice r...
05/25/2026

Today, we pause to honor and remember the men and women who gave their lives in service to our country.

Their sacrifice reminds us that freedom is never something to take lightly.

From all of us at Financial Security Management, we wish you and your family a meaningful Memorial Day.

Taxes can quietly shape your retirement income.Different income sources may be taxed differently, including traditional ...
05/22/2026

Taxes can quietly shape your retirement income.

Different income sources may be taxed differently, including traditional retirement accounts, Roth accounts, brokerage accounts, pensions, Social Security benefits, and certain insurance strategies.

Tax-aware planning is about understanding how the pieces may work together.

It is not about chasing shortcuts.
It is not about one-size-fits-all advice.
It is about clarity, coordination, and informed decision-making.

At Financial Security Management, we help clients ask better questions so they can make more thoughtful decisions.

Insurance products are offered through the insurance business Financial Security Management Agency Inc. Financial Security Management Agency Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Financial Security Management Agency Inc. are not subject to Investment Adviser requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 4056712 - 5/26

Turning 65 soon?Medicare can feel overwhelming because there are several decisions that may need to be made around the s...
05/21/2026

Turning 65 soon?

Medicare can feel overwhelming because there are several decisions that may need to be made around the same time.

When should I enroll?
Do I need Part A and Part B?
Should I consider a Supplement or Advantage plan?
How do prescription drug plans work?
What if I am still working?
Can I keep my doctor?

You do not need to navigate the process alone.

We help simplify complexity so you can better understand the road ahead.

Address

972 Youngstown Kingsville Road SE
Vienna, OH
44473

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13305391700

Website

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