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Business Description

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Fredrickson Financial Planning may offer investment advisory services in the State of New York and in other jurisdictions where exempted---------Fredrickson Financial Planning is a fee-only advisory practice based in Brooklyn, NY. We serve Brooklyn, Manhattan, Queens, Staten Island and the Greater New York Metro area with fee-only financial planning. We are a member of the Garrett Planning Network.---------As fee-only financial advisors, we receive our compensation from the clients and receive no payments from mutual fund companies or other vendors.--------- While some clients prefer to have us manage their assets, others find it more cost-effective to pay strictly for hourly advice that they can implement themselves. By unbundling the cost of in-depth financial planning and asset management, we allow clients to pay only for the help they are actually receiving.----------We keep a firm hand on costs for clients because we believe the two biggest deteriminants of investment performance are cost and asset allocation.----------We take a holistic view of finance. We will offer financial planning without investment management. But we will not invest money for you without understanding your personal financial situation. This is because we are a fiduciary. We are required to act in a client's best interest. To do so, we have to understand the client.----------- As an Investment Advisor Representative with Garrett Investment Advisors, LLC, and a member of the Garrett Planning Network, we have access to a national team of professionals with deep understanding of financial planning and investments.-----------As an investment management client, you will have full access to your account and receive statements directly from the custodian.

Hours

Regular Hours

Appointments Available

Services/Products

Fee-only financial planning for residents of the Greater New York Metro area, including Manhattan, Brooklyn, Queens, Staten Island and the Bronx, Westchester and Long Island. Get your questions answered:

  • Broad-based Financial Plans.
  • Am I spending too much?
  • At what age can we retire?
  • How can I increase my after-tax income?
  • Are we saving enough for college?
  • How should we collect Social Security?
  • Can I buy a new home?
  • Should I take a lump sum or a pension?
  • How can I leave a legacy?
  • Do we need life insurance? How about long-term care??
  • Should I cash in my options and restricted stock?
  • Are we saving enough for college?
  • How can we save?
  • How should we invest?
  • How do I apply for college financial aid?
  • How is my portfolio?
  • Call or email for a Complementary, no-obligation Get Acquainted Meeting.
Neighborhoods
South Brooklyn, Windsor Terrace
Accreditation

Financial Planning Association

Garrett Planning Network

Associations

CERTIFIED FINANCIAL PLANNER professional

 
AKA

Fredrickson Financial Planning

Categories
Financial Planners, Financial Services, Investment Management, Financial Planning Consultants, Investments

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