CONTACT US
| Web site: | www.FMIwealth.net |
Email: | Info@FMIwealth.net |
Personal email: | Erik@FMIwealth.net |
Phone number: | 866-735-7550 509-735-7526 |
Address: | 7025 W Grandridge Blvd. Suite B Kennewick WA 99336 |
WHAT TO EXPECT WHEN YOU FIRST CONTACT US:
You make initial contact with our firm and talk to a Certified College Planning Specialist or if needed, schedule a phone appointment to determine if our firm would be a good match for you.
The next step is to take the time to get to know you, your family, needs, goals and desires.
If you determine that we should take the next step in this process, you will need to provide us with the financial information needed to provide you guidance and value in your college planning. Click here for (LINK) of What to Bring and provide to us prior to the next appointment -- which would be face-to-face or over the phone. Again, consultation is of no cost to you. NOTE: All information shared is private and confidential.
Once we review/analyze the information you provide and have determined that our college planning strategies will provide you with added value to your college planning -- we will determine the extent of service and the cost to you prior to proceeding.
THE BOTTOM LINE
We will provide you a student profile that matches your student to a career, the career to a major and the major to the college. Then we will provide you with an unbiased, customized College Funding Blueprint clearly showing you how you can reduce your overall cost of college while planning your retirement, maintain your lifestyle, and manage your debt, assets and cash flow.
Imagine the satisfaction you'll have by having your children graduate from college knowing that you saved thousands of dollars.
ARE YOU READY FOR THE NEXT STEP?
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No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws Registered Representatives of Linsco/Private Ledger may only discuss securities with or transact business with persons who are residents of the following states: AZ, CA, CO, HI, ID, KS, NM, NV, OR, UT, WA.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.