Are You Prepared to Experience an Incredible Retirement?

"Do What You Want, When You Want"

Schedule a Call
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Security

We want you to feel secure about your plan. A plan that will provide your loved ones reasonable certainties about their future.

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Peace of Mind

We want you to stop feeling stressed about retirement and start making plans that will bring you peace of mind today.

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Freedom

We want to set you on the path to freedom ... to do what you want, when you want ... during retirement.

Are you ready to retire?

Take the Retirement Readiness Test

Making the transition into retirement should not be a dreadful process...

At FMC, we understand that preparing for retirement can be very emotional and stressful. And we also know that you want a retirement action plan that will give you permission to do what you want, when you want.

- Brian Fricke


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Our Retirement and Planning Services are Designed to Bring You an Immediate "Return on Life"

We have 5 Steps to get you on the road to retirement...

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Step 1: Schedule a call

This first step will put you on your way to finding answers and experiencing freedom and peace of mind.

Step 2: We listen to your concerns

During our initial discovery call we have two primary goals. First, we listen to  your desires and dreams. Second, we determine if we can help you achieve those outcomes.

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Step 2: We listen to your concerns

During our initial discovery call we have two primary goals. First, we listen to  your desires and dreams. Second, we determine if we can help you achieve those outcomes.

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Step 3: Create a Retirement Roadmap

Your roadmap is customized to your needs. In this step we determine what you want life to look like going forward.

Step 4: Establish an Action Plan

You will end up with an action plan that outlines the specific steps needed to move you closer to your version of an Incredible Retirement®

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Step 4: Establish an Action Plan

You will end up with an action plan that outlines the specific steps needed to move you closer to your version of an Incredible Retirement®

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Step 5: Experience Peace of Mind

During our process we want you to experience peace of mind, in order for you to live a life of freedom -- and do what you want, when you want in retirement.

Where are you on the retirement journey?

Are you on target to reach your goals?

Are you 5 Years from retirement?

Are you  1 Year from retirement?

Are you already IN retirement?

No matter where you are in your journey - we help you evaluate if you are over-funded, underfunded, or on target in terms of reaching and keeping all of your financial goals.
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We Will Give You Our Nest Egg Stress Test®.

This test will give you a clear picture of the future you want, and exactly what you need to do to get there.

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Every person defines retirement differently

What is YOUR version of retirement?

Ride Camelback in Egypt?
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Catch Salmon in Alaska with Grandkids?
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Experience Whitewater Rafting with Friends?
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Whatever your version of retirement looks like...

Don't miss out!

  • Don't work longer than you need to
  • Stop feeling insecure about your future
  • Don't leave your kids with your debt obligations
  • Stop wondering if your plan is a good plan
Schedule a Call

All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please see "Disclosures" link at the bottom of this page for more information.