Business Solutions


FSM Wealth, Inc. has been providing businesses and corporations with helpful advice and comprehensive financial services since 1985. Our firm currently manages more than $150 million in 401(k) assets for many corporate clients. We strive to not only provide outstanding professional service, but also to educate our clients and their employees on financial matters that can impact their retirement goals.

As an employer, you value your employees and the work they do for your company. FSM Wealth offers a variety of programs and benefits that can help your employees feel valued by providing useful information to help them be more prepared for their financial future. Contact us to learn more about how our Business Solutions Programs can help you retain the talent you've worked so hard to develop.

Employee Edu(k)ation meetings can help your employees discover the potential retirement values available to them without affecting their net take-home pay. This multi-page report will be updated and reviewed with employees to help them stay on track to achieving their individual retirement goals. Also included is information on the "cost to wait" if they choose not to invest.

Help protect your responsibility as a plan fiduciary with our Investment Review Assistance program. Our comprehensive review of your plan's assets will include an expense analysis, performance review, holdings summary and style analysis, providing your plan fiduciaries with the information necessary to monitor plan performance and make responsible changes.

We take into account your plan-specific information and provide custom, detailed information in each of our custom presentations created for you. Your employees will have a dedicated resource to answer any of their questions with Financial Solutions Midwest, LLC.

Just as the outer peel of the apple protects the fruit, life insurance is intended to protect our loved ones. Most people review their policies after major life changes. However in many cases, waiting for these to occur makes it too late to alter your coverage due to changes in health or increases in premium due to age. We offer objective policy reviews to make sure your existing policies are both EFFECTIVE and EFFICIENT.

If you are approaching retirement or currently retired, this system can help increase the possibility of reaching your goals by incorporating a continuous cycle of "fixed income" with long-term investments.This strategy allows for…

  • Scheduled payment adjustments
  • Expense analyses
  • Extended living cost considerations
  • Diversified** savings plans

*Fixed income securities carry interest rate risk. As interest rates rise, bond prices usually fall, and vice versa. 

**Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.