DID YOU KNOW...
Employees with good financial health are 2x more likely to report having good mental health than those with poor financial health.
Increased financial education at work can help your employees understand how the rest of your benefits package supports their financial goals.
of employees say finances are their #1 cause of stress
of employees would switch to a company that cares more about their financial well-being
per employee lost in productivity through distraction and absenteeism
of employees say that their financial stress has risen over last 12 months
* Statistics are pre-COVID-19.
More than just retirement planning.
Create a budget and make your money work for you.
Optimize your investment strategy to work for you.
Personalize Your Insurance
Evaluate and choose the best insurance coverage for your needs.
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.
Be ready for retirement with personalized cash-flow projections.
Pay Off Loans
Find the best possible way to pay off your loans.
Manage your taxes to your benefit both today and in retirement.
Ensure your assets are efficiently passed onto the next generation.
Give your employees the tools they need take control of their financial future.
We’ll meet 1:1 with your employees to take stock of their financial life and help them prepare for the future.
Educate and empower your workforce with our in-depth financial presentations.
What you get
FMI Certified Advisor
FMI is here to discuss any questions your employees have about their financial life — like getting married, budgeting, investing, college planning, or saving for retirement.
FMI Financial Tools
Whether it’s budgeting current expenses or simulating different retirement scenarios, users can take control of their finances with our Financial Tools.
As a Fiduciary, FMI is legally required to always put your employees' best interests first. We don’t sell financial products. We empower your people.
A True Partner
We work with you to develop the best financial wellness program for your employees — and you only pay for the services you know they will use.
A benefit your employees will love.
A personalized financial plan to help them build wealth
1:1 meetings with an FMI certified financial planner
Financial tools to easily apply our recommendations
Answers to all of their financial questions
Results you’ll love.
Acquire and retain top talent with a sought-after financial wellness benefit package
Boost employee engagement and satisfaction
Increase productivity due to a decrease in stress
Improve your bottom line