MISSION STATEMENT
FMS Financial Planning was founded in August of 2012 to offer an independent approach to financial planning. FMS is a firm of independent advisors founded on integrity, honesty, professional standards and a commitment to addressing clients’ needs.
PROFESSIONAL SPECIALTIES
- Over 21 years’ experience working with 401(k), 403(b), defined benefit and 457(b) plans, Traditional and Roth IRAs, Fee based advisory accounts, Fixed and Variable annuities, Retirement Planning, Insurance Planning, and College Planning
- Focused on helping plan sponsors reduce their administrative burdens and fiduciary risk.
- Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.
QUALIFICATIONS
- FMS Financial Planning/LPL Financial August 2012 – Present
- Valic November 2001 – August 2012
- AIG Companies 1999 – 2001
- Holds FINRA Series 6, 63 through LPL Financial and 65 securities licenses through VPWM Advisors, LLC
- Investment Advisor Representative (IAR) of VPWM Advisors, LLC
- Holds Life, Health and Variable Annuity Insurance licenses from Minnesota and North Dakota
EDUCATION
Graduated from Concordia College, Moorhead MN with a bachelor’s degree in Business and Office Administration.
PERSONAL
Mike lives in Moorhead, MN with his wife, three sons and dog. In his free time Mike enjoys golfing, hunting, fishing, and being at the lake with his family. Mike and his family are active in the Moorhead community. Mike served six years on the board of directors at Moorhead Youth Hockey.
Mike Simonich, Independent Financial Advisor
FMS Financial Planning
1914 Centre Square
Moorhead, MN 56560
Phone: 218-284-3500 | Cell: 701-361-2553
michael.simonich@lpl.com