Here is what we do...
Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. ​​
  1. Retirement Planning
    Even if retirement is still far off at this point in your life, you can take steps today to work toward financial independence so you have the freedom to make retirement your own.Wherever you are on your path to retirement, life after a regular paycheck takes preparation. But with daily responsibilities and competing financial priorities, it can be easy to put off.
  2. Insurance Planning
    Life insurance is the one piece of every smart financial strategy that no one wants to talk about, but almost everyone needs. It's designed to help ensure your plans stay on track, even if you're not there to see them through.
  3. Estate Planning​​
    You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case. Regardless of your age or financial status, we believe putting an estate plan in place is an important part of your overall financial picture.
  4. Education Planning
    With college costs continuing to rise faster than the rate of inflation, financing a child's higher education can be a challenge. Fortunately, there are sound strategies you can use to pay college expenses for your children or grandchildren while keeping an eye on your overall financial goals. Even if your child or grandchild only has a few years remaining before college, prudent planning can help you save the largest amount in the shortest amount of time. In addition, you may benefit from specific tax advantages for contributing to college expenses.
  5. Investment Management
    Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. ​ We strive to meet your business and individual needs by analyzing every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals we can begin to construct a financial plan that is all yours. We visit on a regular basis to ensure that your needs and concerns will be met by evaluating your financial picture.

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About FMSA
Meet the FMSA Team

Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. ​​

We strive to meet your business and individual needs by analzying every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals we can begin to construct a financial plan that is all yours. We visit on a regular basis to insure that your needs and concerns will be met by revaluating your financial picture.

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Scott Sonnier
David Varisco
Tiffany Grayson-Tauzin
Brandon Varisco
David Vela
Patrick Jordan
Ian Garrett