Who We Are

Our goal is a successful retirement plan for plan sponsors and their employees. Proper plan design can offer significant cost and benefit advantages to employers while helping participants be better prepared for their own future needs. FMB brings over 90 years of experience in providing, professional retirement plan advice. Services may include:

  • Strategic Planning and Investment Policy Services
  • Plan Benchmarking
  • Plan Design
  • Third Party Service Provider Liaison
  • Coordination with Other Consultants
  • Participant Education and Communication

Our clients enjoy the peace of mind that our advice is always for their exclusive benefit.

Agreements are in writing. Compensation is fee‐only, and fully disclosed.

The FMB Blog

The Impact of Inflation

  6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

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It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

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