Services: Retirement Planning
First Minnetonka Investment Center (FMIC) works with individuals to plan for retirement as well as with large businesses (having 51 or more employees) and small businesses (with zero to 50 employees) to provide retirement savings plans to owners as well as employees. Whatever your situation, we are experienced in retirement plan options available and the process you’ll need to reach your goals. And we will be with you to help every step of the way.
For the individual—Based on your time horizon and estimated income needs during retirement, we can evaluate any resources you have already set aside for retirement, such as IRA (Individual Retirement Accounts) and 401(k) plans, and help you build a retirement plan and budget to be able to save for retirement. Contact us to learn more about FMIC’s individual retirement options. Will you have enough money to retire comfortably? Take the FMIC Retirement Planning Quiz!
Are you already retired? We can help develop a suitable distribution plan to meet current income needs and help make your money last. First Minnetonka Investment Center (FMIC) offers second opinions at no obligation and no cost. Contact us to learn more.
For the business owner—There are a number of retirement-saving options and the larger business will want to consider qualified plans such as pension plans, profit-sharing plans, and 401(k) plans. First Minnetonka Investment Center (FMIC) helps businesses select, manage, and administer an option tailored to meet their unique needs. Learn about FMIC’s retirement options for larger businesses.
For the small business—Smart small business owners and sole proprietors look to First Minnetonka Investment Center (FMIC) for retirement saving options such as SEP, Simple, TSA and 412(i) plans. Depending on your company’s size and situation and whether you are the only employee or you’ve got several employees, we can assist you in finding the plan that allows you the biggest pre-tax contribution and the highest tax savings. Learn about FMIC’s retirement options for small businesses.