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 solving client needs.
PROFESSIONAL SPECIALTIES
- Over 21 years' experience working with 401k, 403b, and 457b employer plans, traditional IRAs, Roth IRAs, annuities (fixed, fixed indexed, and variable), college 529 plans, and life insurance.
- Areas of focus: retirement planning, investment planning, and insurance planning.
- Dedicated to helping clients work toward a positive and successful retirement outcome.
QUALIFICATIONS
- FMS Financial Planning (LPL Financial), August 2012 - Present
- VALIC Financial, September 2002 - August 2012
- FINRA Series 6, 63. 66 through LPL Financial.
- Life, Health and Variable Annuity Insurance licenses in Minnesota and North Dakota.
EDUCATION
- BA from St. John's University, Collegeville MN
- MA from Northern State University, Aberdeen SD
PERSONAL
Paul lives in Fergus Falls, Minnesota. He enjoys golfing, hunting, skiing, biking, kayaking, and spending time outdoors. Paul has two daughters and is active in his church and several non-profit organization within the Fergus Falls community.
Paul Mayer
FMS Financial Planning
119 East Lincoln Avenue
Fergus Falls, MN 56537
218-393-0152
pauldavidmayer@lpl.com