Fredrick Hicks, Financial Advisor and Educational Speaker
The road to saving more money while planning for retirement can take Americans in many changing directions, especially during unprecedented economic times and volatile market conditions, like we are experiencing today.
What We Do
We help the American middle class and self-employed business owners find money they are losing unknowingly and unnecessarily WITHOUT impacting their current lifestyle through my nationwide educational workshops.
For over 10 years we have helped thousands of individuals, just like you, have confidence in their financial decisions.
Here are some subjects we discuss:
- Discover how you can get income protection to replace a portion of your income to help maintain your current lifestyle if you suffer a setback
- How New Laws Changed Social Security Filing Strategies
- Plan to Maximize Your Spousal Benefits & Strategies For Singles And Widows
- Strategies To Reduce Or Eliminate Taxes On Your Benefits
- RETIREMENT INCOME: Will you have enough? Learn strategies to generate guaranteed income for life.
- THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your heirs.
- Learn the crucial mistakes you should avoid.
- Learn When Medicare May Not Pay For Long Term Care Expenses
- Why The Government Can’t Give You Advice
- What Your Advisor May Not Know About Combining Social Security & Retirement Planning
So, take your time, look around, and learn all there is to know about us. Then take a moment to drop us a line.
Contact Us
Better yet, book a one-on-one Zoom meeting or video conference!
We love our clients, so feel free to reach out to us during normal business hours.
Hours
Open today | 09:00 am – 05:00 pm |
