Financial Planning


Understanding your financial situation and planning for the future can feel overwhelming at times. Am I saving adequately? Will I have enough for retirement? How can I ensure my family will be taken care of? At Fricke and Associates, P.C., we are ready to help you assess your current reality, determine goals for reaching financial security and evaluate all areas of your financial future.

Being aware of your personal values and priorities is essential to our financial planning work. We know that no two clients are alike and every financial plan is different. We start with your end financial goals and work backwards to today’s financial reality to make sure you are making the soundest decisions possible. Our team will work with you to create a financial plan consisting of short term goals to meet your specific needs that includes:

  • Debt reduction
  • Cash flow analysis
  • College planning
  • Risk assessments
  • Retirement planning
  • Investment and asset allocation
  • Tax planning strategies
  • Legacy planning
  • Estate planning

As part of our comprehensive financial planning services, all of these services will be available to you.

To learn more about wealth management and financial planning services at Fricke & Associates, P.C. contact us at either our Atlanta or Norcross offices or fill out the online interest form.