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

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...