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FINANCIAL AFFAIRS MANAGEMENT (FAM) Company is a sole proprietorship, domiciled in the State of Ohio and located the suburban village of Mariemont, just east of Cincinnati, phone 513-651-3665.   Independent operations began in 1991 as a woman-owned firm under the management of Margery Mattox, MBA, CFP, the primary Financial Manager, Consultant, and owners.

PROFESSIONAL SERVICES:

FINANCIAL FACT FINDING for families and individuals, as well as business owners, for purposes of risk reduction, tax anticipation, retirement, elder care, estate preservation and inheritance planning.

  • ASSET ALLOCATION involving diversification among kinds of accounts and asset types, insurance (life, annuity, health, long-term care), and ownership issues. 
  • MONEY MANAGEMENT  monitoring the progress of planning recommendations and independent financial programs.