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Financial Management, Inc.

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United States
Yakima, WA
Financial Management, Inc.

Financial Management, Inc. is a fee-based, financial planning and proactive wealth management firm with offices in Central and Eastern Washington.

Since 1991, we have specialized in designing and implementing a Comprehensive Retirement Strategy. FMI is a fee-based, financial planning and proactive wealth management firm with offices in Central and Eastern Washington. Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

11/03/2026

October brought a modest market decline, but market breadth was strong.

With seasonally bullish months ahead and signs of extreme pessimism, the stage could be set nicely for a rally. Read this week's market commentary for a closer look at what’s shaping the markets: https://fmiwealth.com/insights/blog/market-commentary-seasonality-pessimism-and-a-passive-fed-still-favor-stocks/

10/31/2026

Investment strategy isn’t about finding a perfect answer. It’s about building an approach you can stick with.

Understanding your comfort level with risk can play a critical role in how portfolios are built, adjusted, and maintained over time. This quick quiz helps bring that into focus.

Get started here: https://fmiwealth.com/risk-tolerance-quiz

10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.

The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://fmiwealth.com/insights/blog/8-tax-planning-considerations-every-pre-retiree-should-know

10/28/2026

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN your business.

They’re the ones who can help you position your business for growth while also planning for a successful and profitable exit when you're ready to step away.

Ready to build that team for yourself? See who should be on it: https://fmiwealth.com/insights/blog/the-essential-team-every-small-business-owner-should-build

10/27/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://fmiwealth.com/insights/blog/market-commentary-market-breadth-returns-but-may-not-be-what-investors-want

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://fmiwealth.com/college-readiness-quiz/

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://fmiwealth.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://fmiwealth.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

10/20/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://fmiwealth.com/insights/blog/market-commentary-its-all-one-big-ai-trade-now-and-more-on-midterms/

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://fmiwealth.com/calculator-roth-ira-traditional-ira/

Address

115 N 50th Avenue Suite B
Yakima, WA
98908

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 2pm

Website

http://www.fmiwealth.com/

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