At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 45 years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. We strive to treat our clients the way we would our own family and work diligently to provide guidance for your financial future.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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