When it comes to money, ignorance is not bliss.
Before discovering FIM Group, many of our clients told us they felt out of touch with their investments – like they weren’t even part of the equation. In fact, some didn’t even know into which stocks, bonds or mutual funds their money was going.
As a fee-only adviser, FIM Group understands that it’s all about you: your financial goals … your financial dreams … and, most important, your financial peace of mind.
So we ask questions. We listen. We seek first to understand you and your unique financial situation. Then we create a plan that exactly fits you – taking into account factors like your needs, goals, comfort level, constraints and timing.
FIM Group’s credentialed, disciplined investment professionals are there to protect and sustain your wealth and grow your assets so that you have the resources you need to support the quality of life you desire … now and into your retirement.
Whether you are looking for unbiased, comprehensive financial planning, advice on saving for education and retirement, active, independent, investment management … we are here to help you discover how investing should be!