Brad Fredrickson is a seasoned Certified Financial Planner at Brad Fredrickson Insurance & Financial Services, Inc., where he leverages his extensive expertise to provide tailored financial solutions for his clients. With a keen eye for detail, Brad meticulously analyzes each client's current financial situation, ensuring...
Brad Fredrickson is a seasoned Certified Financial Planner at Brad Fredrickson Insurance & Financial Services, Inc., where he leverages his extensive expertise to provide tailored financial solutions for his clients. With a keen eye for detail, Brad meticulously analyzes each client's current financial situation, ensuring that their unique needs and goals are at the forefront of his strategic planning. His ability to shop over 40 leading insurance companies allows him to secure the best values in insurance and financial products, making him a trusted advisor in the industry.
One of Brad's key projects involves developing comprehensive wealth management strategies that encompass income protection, permanent life insurance, and Medicare planning. By integrating these elements, he helps clients build a robust financial foundation that not only addresses immediate needs but also ensures long-term financial security. His proficiency in guaranteed lifetime income and wealth accumulation strategies further enhances his clients' financial resilience, allowing them to navigate life's uncertainties with confidence.
In addition to plan implementation, Brad emphasizes the importance of ongoing support through annual reviews and assistance with insurance claims. This commitment to client service sets him apart, as he strives to foster lasting relationships built on trust and transparency. With a background that includes holding a Series 6 license, Brad is well-equipped to provide financial advisory services that align with regulatory standards while delivering exceptional value. His holistic approach to financial planning ensures that clients are not only prepared for today but also positioned for a prosperous future.
