FMC

MICHAEL ROTHMAN, CFP® CMFC

Michael focuses his practice on high net worth individuals and businesses owners in both Orange and Los Angeles counties, providing his clients with advanced plans for the tax-efficient creation, protection and transfer of wealth. He has been practicing since 1998 and his main office is located in Newport Beach.

Michael has an in-depth understanding of advanced tax and estate planning techniques as well as sophisticated leveraging and wealth preservation strategies. He has also earned the Certified Financial Planner (CFP) designation.

Michael is a Top of the Table member of the prestigious Million Dollar Round Table (MDRT), an organization of the top insurance and financial professionals around the world. Top of the Table is the highest level attainable in MDRT. He graduated cum laude from the University of California at Los Angeles with a B.A. in Political Science with a Business Administration emphasis.

CA License #:0C16088

FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:

•	Estate and retirement analysis

•	Investment* and portfolio analysis

•	Pensions and employee benefit plans

•	Disability income insurance analysis

•	Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS *

Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:

•	Monitor your portfolio’s financial performance on a daily basis!

•	Continuously measure your portfolio’s performance against your financial objectives!

•	Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!

•	Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

Wealth Management Solution: Client Web Link

* Michael Rothman is a registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000. Newport Beach, CA. 92660. Tel (949) 660-1717


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FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991