Gregory Bricker (AIF®, CFP®, CPA/PFS)
Gregory Bricker focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Income Tax
Long Term Tax Planning
Retirement Planning
Social Security
Estate Planning
Investments
College Planning
Charitable Giving
Gifting Strategies
Additional Information
Bricker Financial Planning is a fee-only financial planning firm that provides investment, retirement, college and tax services. Our main goal is to help people improve their financial lives by creating a holistic financial plan all while acting in the Fiduciary capacity.
Bricker Financial Planning was born from the idea that your tailored financial plan should evolve with you as you move through life. We take many financial steps in life and too many times we take these financial steps without the proper preparation. What's your next financial step?
NAPFA Start Date
July 17, 2018
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identifying a potential advisor for their review and consideration. The appearance of an
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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
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