Life On Your Terms
We create a fully transparent, custom financial plan to help you live for today while securing your tomorrow.
A financial planner you can trust.
Certified Professionals
Holistic planning that incorporates every aspect of your financial life.
Fiduciary
We are legally required to put your best interests first.
Flexible Services
Choose the service that provides you with the most value.
A Better Return.
FMI portfolios have beaten the market by an average of 4.50%* per year — meaning our clients have earned 45% greater returns compared to using an index strategy.
You deserve more than ok. You deserve FMI.
GLOBAL INDEX
22.59%
27.09%
Your Financial GPS.
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.
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
Reduce taxes paid overall, not just taxes paid today.
Legacy Planning
Ensure your assets are
efficiently passed on to the
next generation.
FMI FINANCIAL TOOLS
Greater visibility for better decision-making.
Manage all of your accounts in one place, get a snapshot of your entire financial life, and take action on our recommendations all from one convenient location.