What We Do?

Business owners looking to provide a qualified plan for their employees face many challenges in doing so. What are the rules and guidelines when starting a plan? Who is going to provide unbiased and transparent advice as they sponsor a plan? These are questions that need to be answered. The regulation of qualified plans is a constantly changing and often times confusing endeavor for business owners who do not have the time or expertise to be tackling this challenge alone. Having the right consultant who understands the details of the regulatory system can make the plan a success for both the sponsor and participants. FMB provides expert services that include strategic planning and investment policy services, plan benchmarking and design, third party service provider liaison, coordination with other consultants, and participant education and communication. One of the most valuable services we offer is our Second Opinion service offered to friends and loved ones.

The FMB Blog

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...