FMI โ€ข Financial Management, Inc.

FMI โ€ข Financial Management, Inc. ๐Ÿ‘‡ Your Next Favorite Podcast Starts Here! ๐ŸŽ™๏ธ
lnk.bio/fmi1 The firm's founder, David L.

Our core value is "To Glorify God and Serve People"

As holistic and independent investment planners located in Waynesboro, Va, we offer financial planning, estate planning, investment services, and various types of insurance. With 20+ years in the financial industry, we make it our personal mission to help you work toward your goals and aspirations. Elmore, holds several certifications, including

the distinguished CERTIFIED FINANCIAL PLANNERยฎ designation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org, www.sipc.org

For a list of states in which we are registered to do business, please visit: http://www.financialmanage.com/

09/01/2026

Trusts almost seem like they can go for an infinite amount of time โ™พ๏ธ

Many people think life insurance is only about protecting loved ones after they're gone.In reality, life insurance can o...
09/01/2026

Many people think life insurance is only about protecting loved ones after they're gone.

In reality, life insurance can offer several powerful financial advantages:

โœ… Tax-free death benefits to beneficiaries
โœ… Tax-deferred growth of policy cash value
โœ… Tax-free access to policy loans when structured properly
โœ… Estate planning opportunities that may help preserve wealth for future generations

Life insurance can be much more than protection. It can be a strategic component of a comprehensive financial plan.

Want to learn how life insurance could fit into your overall financial strategy?

Contact FMI. today: https://www.financialmanage.com/tax-planning

08/31/2026

What happens when you pass away without a valid will??

08/29/2026

Clear instructions in a will save your loved ones endless hassle ๐Ÿ“ƒ

08/28/2026

Why trusts are essential for protecting kids in blended families! ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ

08/26/2026

That's a catchy way to remember what the power of attorney does ๐Ÿ‘จ๐Ÿผโ€โš–๏ธ

Busy professionals often put their own well-being at the bottom of the priority list. But taking care of yourself doesn'...
08/26/2026

Busy professionals often put their own well-being at the bottom of the priority list. But taking care of yourself doesn't have to require major lifestyle changes or hours of free time.
Our latest article explores simple, practical self-care habits that can fit into even the busiest workday and may help boost focus, productivity, energy, and overall well-being

If you're like many high performers, you abandon low-effort, self-care habits that you could easily integrate into your busy workday to boost your career performance.

08/24/2026

Link in PROFILE! ๐Ÿ”— A sneak peak of our latest podcast ep. on 'Estate Planning' ๐ŸŽ™๏ธ๐Ÿ˜๏ธ

What's one thing you're doing this month to improve your wellness?Whether it's morning walks, healthier eating, reviewin...
08/24/2026

What's one thing you're doing this month to improve your wellness?

Whether it's morning walks, healthier eating, reviewing your retirement plan, or updating your financial goals, small actions can make a big difference over time.

National Wellness Month reminds us that taking care of our physical health and financial health go hand in hand. A strong body and a solid financial strategy can help you enjoy more of life's moments with confidence.

08/23/2026

Discover how 529 plans offer tax-free growth and state deductions to help you smartly save for education expenses! ๐Ÿ“š

Address

222 S. Wayne Avenue
Waynesboro, VA
22980

Opening Hours

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

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