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INDIVIDUALS

Private Wealth Management

High-touch, proactive service to make sure everything is working together

FMI PRIVATE WEALTH MANAGEMENT

For clients looking for the highest level of advice and service

Don’t just check boxes on your dreams – live them.

 

Our most comprehensive service for individuals and families looking to work with an advisor in a true professional partnership to reach their full financial potential. We take a proactive approach in delivering customized advice in all areas of wealth management

A HOLISTIC APPROACH

Aim Higher and Take Greater Control of Your Financial Future

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We create an investment strategy strengthened by financial planning.

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We provide education for you to make better decisions toward better outcomes.

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We help build on your success.

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We help protect what you have earned.

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We put best practices to work for you.

What's Included:

Weekly Market Commentary

FMI Financial Tools

Customized diversifed portfolio

Advanced tax savings strategies

Unlimited financial planning

Extended business hours

Comprehensive financial plan

Budgeting Support

Loan Payment Strategies

Portfolio Evaluation

Insurance Assessment

Estate Planning Review

Legacy & Succession Planning

Collaboration with advisory team – estate, tax, insurance, and lending

MORE SERVICES
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Financial Planning

Save time and money by making the right decision the first time

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Investment Management

To give you time for the more important things in life

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Business Programs

Manage the financial health of your business and your employees

Let’s talk about your best opportunities.

Schedule an intro call so we can learn more about each other and assess your financial situation.

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1415 22nd Street, Tower Floor
Oak Brook, IL 60523

(630) 645‒3828

Privacy Policy | Terms and Conditions | Ad and Cookie Policy

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

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FMI Financial, Ltd. is an Investment Adviser registered in Illinois and Texas and able to offer advisory services there and in other states by exemption.

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