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Your Way to Wealth
We create a fully transparent, custom plan to help you build and protect wealth your way.
INDIVIDUALS
Personalized services to help you build and protect your wealth.
BUSINESSES
Empower your employees with a financial wellness package they will love.
FINANCIAL TOOLS
Manage all of your finances and take action all in one place.
Your best interests come first.
As a Fiduciary, FMI is legally required
to always put your best interests first — meaning we don’t sell financial products to make our money. We provide advice based on what is best for your financial future.
Reach your goals. We can help.
Cash-Flow Optimization
Create a budget and make your money work for you.
Customized Portfolio
Optimize your investment strategy to work for you.
Personalize Your Insurance
Evaluate and choose the best insurance coverage for your needs.
Maximize Savings
Set goals, build up a financial cushion, and know which accounts give you the best results.
Benefits & Compensation
Get customized company benefit elections and stock strategies.
Retirement Readiness
Be ready for retirement with personalized cash-flow projections.
Pay Off Loans
Find the best possible way to pay off your loans.
Tax Management
Manage your taxes to your benefit both today and in retirement.
Legacy Planning
Ensure your assets are efficiently passed onto the next generation.
A better kind of financial planner
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Personalized advice that puts you in greater control of your financial future
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Advice without the financial products sales pitch
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Access to your accounts and recommendations through our Financial Tools
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Transparent with our fees — no commissions, surprises, or hidden charges