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Brian Fricke, CFP®

Financial Management Concepts

1700 Town Plaza Ct
Winter Springs, FL 32708-6217
Phone: (407) 647-7006
Fax: (407) 647-7675

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Household Income Minimum: $150,000
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: No Min Acct Size. Min Quarterly fee $1,650

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.