Services: Financial Planning
The smartest way to reach your financial goals is through planning, discipline, and time. Developing a sound investment strategy as a component of your financial plan will transform your financial and personal dreams into reality.
Tam Hubert, CFP® at at First Minnetonka Investment Center(FMIC), is available to assist you with your financial planning needs. She has over 20 years of experience in the industry and can work with you to build an investment portfolio to achieve your goals. Tam’s knowledge about stocks, bonds, and professional money managers is helpful as you decide which asset allocation makes sense for your situation.
In addition, First Minnetonka Investment Center (FMIC) is committed to monitoring your portfolio’s performance and in keeping you informed on a regular basis. Because everything changes over time, we’re available to reevaluate your portfolio through regular reviews.
No matter what your financial situation may be—whether you’re just starting out or near retirement, willing to take risks or prefer to be more conservative with your money, or have a limited amount to invest or much to invest—First Minnetonka Investment Center (FMIC) has investment options and products to meet your needs.