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Financial Management Network, Inc.
       
 
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Financial Management Network, Inc.
 
 
Overview: 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Our advisors grasp of financial planning and unique perspectives have enabled FMN to put thousands of families on the path to financial freedom.  Specializing in closely held businesses, we help you get off the treadmill of balancing taxes, income, distributions and corporate benefits.  From investments, taxes, estate plans, insurance, retirement planning and all things financial, we make sure you have confidence that every area is working exactly as you intend.

Today, FMN is one of the most successful independent investment and financial planning firms in Orange County California, managing more money for more individuals and families each successive year. Along the way, the firm has won more than 50 financial, business, community and philanthropic awards.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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