Financial Management Resources, Inc.
Steve Jones, CPA, CFP®
317-580-4004
jones@fmrinc.net
Welcome to Financial Management Resources, Inc.
Welcome to Financial Management Resources, Inc. ("FMR"), a full service accounting, tax and financial services firm.  Our goal is to assist our clients in every aspect of their financial lives by providing a personalized service and a comprehensive approach to meet each client's objective.
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Newsletters
  • Understanding Stock Market Indexes
    No doubt you've seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how understanding the nuts and bolts of a
  • Four Lessons Grandparents and Grandchildren Can Learn Together
    If you're a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they
  • Nearing Retirement? Time to Get Focused
    If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting,
  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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IMPORTANT NOTE: Steve Jones is a registered representative with the following registrations 6, 63, 7 and can transact business with clients in IN, NY, VA. Steve Jones is also an investment adviser agent licensed in IN. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Steve Jones can only conduct business in states where Steve Jones is registered to conduct business. Any communication with a prospective client shall be conducted by Steve Jones only if he is registered in the state where the prospective client resides.
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC
Advisory Services offered through H.D. Vest Advisory ServicesSM
6333 North State Highway 161, Fourth Floor
Irving, TX 75038 972-870-6000
www.finra.org

Financial Management Resources, Inc. is not a registered broker/dealer or independent investment advisory firm.


This communication is strictly intended for individuals residing in the state(s) of CO, IN, KS and NY. No offers may be made or accepted from any resident outside the specific states referenced.