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https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/cf75a8f7-5e39-43ff-969d-223f28b2ff62/APRIL+-+Ruby+%26+Sunny+at+Daddy+Daughter+Dance.png FMI Blog - FMI - APRIL 2025 - NEWSLETTER - Make it stand out Daddy/Daugher Dance fun with Bregan’s daughters, Ruby & Sunny https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/f9da4953-fe20-49c8-b75f-4890c3db3c46/BLUE+-+001D44+-+All+Words.png FMI Blog - FMI - APRIL 2025 - NEWSLETTER - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.fmiardmore.com/blog/category/Crypto+Currency monthly 0.5 https://www.fmiardmore.com/blog/tag/spending monthly 0.5 https://www.fmiardmore.com/blog/tag/accounts monthly 0.5 https://www.fmiardmore.com/blog/tag/retirement monthly 0.5 https://www.fmiardmore.com/blog/tag/investments monthly 0.5 https://www.fmiardmore.com/contact-us daily 0.75 2025-05-06 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1526849706991-MF21GAFESWT1YKYOGMX1/23376199_1552355304859366_1143868592095392429_n.jpg Contact Us https://www.fmiardmore.com/our-team daily 0.75 2025-11-14 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1580848648462-TGYZ2TNH71K4940VYBUC/Mike1%2Bcopy.jpg Our Team - Mike Whitson https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1580848647630-NWCQX40BOFLY6HC5OA14/Alan1%2Bcopy.jpg Our Team - Allen Bynum https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1580848647404-G2PX37PTBQNMAU5X7A1D/IMG_0688%2B2.jpg Our Team - Kayla Tweedy https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1607024082936-MSN16OH24V3NBPT0KYQ7/Bregan+1.jpg Our Team - Bregan Heitz CFP® EDFP https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1605803670072-XAW60VNYTE3BYRK8X4CE/KNR.jpg Our Team - Kaye Long https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1607025030760-22GRGKXFNB7VGNHS0SRE/FMI+WORDS+2.jpg Our Team https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1763137102741-YV2W59ACXEETZXCQMJND/3.png Our Team https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1763137117941-JIXOZ7Z3WAYFF46X9JVF/2.png Our Team https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1763137187910-38FVVFIMG1NT26YZS94T/3.png Our Team https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1638809111723-OZPQ41Q4C7WW5BFGDOJK/FMI+WORDS+1+%281%29.jpg Our Team https://www.fmiardmore.com/kayla daily 0.75 2025-06-11 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1527209422974-4J1P5YYEJ1O5YX37RHNA/navy-blue-background.jpg Kayla https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1529353132844-QV4DAFYWJ25XHY5IH5QQ/IMG_0688+2.jpg Kayla https://www.fmiardmore.com/mike daily 0.75 2024-08-22 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1527209494290-4HNTZK59CM9UMOMJ575Q/navy-blue-background.jpg Mike https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1529353183154-SUB2GID2IY4UQSWLT79J/Mike1+copy.jpg Mike https://www.fmiardmore.com/jack daily 0.75 2021-08-24 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1527209564319-7IFISJ6EL0ZPP9458YA1/navy-blue-background.jpg Jack https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/1529353287681-GAS2R7HVAB9GR2M0JL0F/Jack2+copy.jpg Jack https://www.fmiardmore.com/tools daily 0.75 2025-04-03 https://www.fmiardmore.com/our-services daily 0.75 2025-11-07 https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/96b62ad5-6e55-4f7e-8a00-75f303ffa214/Exterior3.jpg Our Services https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/20dbd521-07cb-44a5-b720-ddd3c325ae4d/2025-05-06+-+Large+Conference+Room.jpg Our Services https://images.squarespace-cdn.com/content/v1/5aff26fc4611a0a03e9be31f/501a5759-0296-46ab-a180-1741e7a35006/IMG_1750+a.jpg Our Services Investment Management Process The process of investment management will begin with the creation of a customized investment policy statement tailored to your unique circumstances followed by: • Recommendation of the appropriate asset allocation for your risk tolerance and time horizon. • Recommendation of specific investments for your existing accounts or employer accounts. • Assisting in the transfer of your accounts to a consolidated portfolio. • Discussion of relevant investment issues as needed or as requested by you. • Provide of the professional discipline needed during difficult market conditions. • Purchase and sale of investments, monitoring and rebalancing your portfolio to remain consistent with your asset allocation. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Have an Attorney or CPA already? FMI will work with them to help you reach your goals. Need an Attorney or CPA? FMI can put you in contact with a professional who will help make sure you are taken care of. FMI has used Charles Schwab as the securities custodian for more than 20 years. We are pleased with their service and confident in their recording transactions, holding securities and reporting taxable transactions. Schwab expends significant resources in training and supporting advisors; as well as continuing to be industry leaders developing technological resources for our clients’ access. 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