Fall 2013<\/p>\n
Dear friends,<\/p>\n
It\u2019s hard to believe it\u2019s been a year since I launched Fredrickson Financial Planning within Garrett Investment Advisors, LLC. The time has flown by. I am grateful to Garrett Investment Advisors for helping me hit the ground running, providing me with back office support that allowed me to focus on working with clients.<\/p>\n
The affiliation with Garrett Planning Network has also been great, offering access to hundreds of like-minded planners and experts around the country who work on a fee-only basis with no incentive to offer any particular products.<\/p>\n
Dozens of people have contacted me inquiring about my services. Enough of you have signed up that I can expect to make a reasonable living on my own terms \u2013 providing highly customized financial plans for people of all income levels who have been frustrated by the over-priced, cookie-cutter financial advice served up by bigger firms.<\/p>\n
Many of my clients have the same questions \u2013 how can I save for my children\u2019s college education, buy real estate and plan for retirement all at the same time?\u00a0 How can I responsibly invest an inheritance or insurance settlement so that I can balance my needs and wishes with those of the rest of my family?<\/p>\n
By breaking down the planning into reasonable steps, I have been able to give my clients clarity and peace of mind. I have yet to work with clients who, even if they have to take significant corrective measures, are in a situation that is beyond help. The key is getting started early enough.<\/p>\n
Those of you for whom I have created plans can expect to hear from me soon. I will be contacting you to arrange annual reviews \u2013 checkups, if you will. Of course, feel free to contact me with any questions that you have before that time.<\/p>\n
When I started the newsletters, I produced one every month. I have found that schedule too demanding so I will produce these quarterly. I also plan to update the blog regularly and will periodically send you updates of recent blog items unless of course you prefer not to receive them.<\/p>\n
Later this month, after undergoing training, I will join an exclusive group of advisors who are certified to offer mutual funds from Dimensional Fund Advisors. (DFA funds may not be suitable for all investors.)<\/p>\n
Thanks for a for an interesting and enjoyable year.<\/p>\n","protected":false},"excerpt":{"rendered":"
Fall 2013 Dear friends, It\u2019s hard to believe it\u2019s been a year since I launched Fredrickson Financial Planning within Garrett Investment Advisors, LLC. The time has flown by. I am grateful to Garrett Investment Advisors for helping me hit the ground running, providing me with back office support that allowed me to focus on working… Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-152","post","type-post","status-publish","format-standard","hentry","category-newsletter"],"_links":{"self":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/comments?post=152"}],"version-history":[{"count":9,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/152\/revisions"}],"predecessor-version":[{"id":167,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/152\/revisions\/167"}],"wp:attachment":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/media?parent=152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/categories?post=152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/tags?post=152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}