Life On Your Terms

We create a fully transparent, custom financial plan to help you live for today while securing your tomorrow.

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Choose Your Path

Life is unpredictable, but your future doesn't have to be. On your road to financial security, we will keep you in the driver's seat by proactively helping you navigate any obstacle life will throw your way.

Portfolio Management

Financial Planning

A custom, long-term strategy that makes your money work hard so you don't have to. 

Life is more than an investment strategy.

Create a plan that keeps you one step ahead.

A Better Return

FMI portfolios have beaten the market by an average of 6.68%* per year — meaning our clients have earned 41% greater returns compared to using an index strategy.

 

You deserve more than okay. You deserve FMI.

GLOBAL INDEX

20.40%

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27.08%

 
 

Far More Than Investing

Your financial security is more than having a custom investment strategy. We make sure that every aspect of your financial life is working in the best way possible towards your goals.

Cash-Flow Management

Maximize Savings

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Managing Debt

Create a budget and

make your money

work for you.

Set goals, build up a financial cushion, and know which accounts give you the best results.

Find the best possible

way to pay off

your loans.

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401(k) Optimization

Optimize your contribution and household investment strategy.

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Benefits & Compensation

Get customized company benefit elections and stock strategies.

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Tax Management

Reduce taxes paid overall, not just taxes paid today.

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Personalize Your Insurance

Retirement Readiness

Evaluate and choose the best insurance coverage

for your needs.

Be ready for retirement

with personalized

cash-flow projections.

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Legacy Planning

Ensure your assets are

efficiently passed on to the

next generation.

Experience the difference.

An advisory firm built with
your needs in mind

No Commitment

If you're not happy with your experience, you can leave

at any time.

Fiduciary

We are legally required

to put your

best interests first.

Flexible Services

Choose the service that

provides you with

the most value.

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