Tom Fredrickson (CFP®)
Tom Fredrickson focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
I help regular people get their house in order.
- Retirement planning.
- Saving for college.
- Creating a budget.
- Investment management.
- Portfolio reviews and recommendations for do-it-yourself investors.
- 401(k) and other retirement plans.
- Insurance needs and policy review.
Additional Information
Most people overpay for investment management. They think they will get financial planning with it. But they get very little financial planning for the high dollars they are paying. I stress financial planning and put a low cost on investment management. Ideally, I like to charge people by the hour and help them manage their own affairs. But some people prefer me to manage their investments. We can talk and find out what is best for you.
Please visit my website at www.fredricksonfinancial.com
NAPFA Start Date
December 29, 2009
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.