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Services

Mary Sommers Carden and the professionals at FS&I can help you formulate goals, develop strategies, and identify financial solutions. Whether you are setting targets for one area or many, Mary Sommers Carden has the expertise to help guide you to financial independence. 

FS&I specializes in:

  • Portfolio Management * 
  • Income Tax Strategy
  • Estate Analysis
  • Retirement Planning
  • Managing the Risks
  • Individualized Goal Planning
  • Comprehensive Financial Strategies
  • College Funding Alternatives
  • Cash Management & Savings Strategies
  • Retirement Portfolio Strategies
  • Proactive Portfolio Management Specializing in 401k & 403b management