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

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