Financial Management Services of America – Jacques Sonnier

FMSA (Financial Management Services of America LLC) is an investment advisory firm focused on tax-sensitive financial planning for business owners and individuals.

We have more than 20 advisors across several states, so we can build plans for a wide range of situations.

We start with where each client is today and plan around their goals.

Our work falls into two areas: personal and business.

On the personal side, we help with investments, financial planning, risk management, and tax-sensitive strategies.

On the business side, we help set up and manage company retirement plans, plan for taxes, build benefits that help retain employees, and plan for business continuation.

OUR SERVICES

Wealth Management
Retirement Planning
Insurance Planning
Education Planning
Estate Planning​

License 154136