Michael D.Freker,CFP

My career started over 18 years ago in the Financial Services Industry... 

My Backround in the Industry includes the following;

B.S Business Administration,  Florida State University, 1984

I am a member of The Financial Planning Association

FINRA Series 6,7 63 and 66 registered.

Life, Health and Variable Insurance Licensed.

Completed Chartered Financial Consultant (ChFC) Professional Designation Coursework through The American College.

Completed Coursework and Professional Designation as a CFP ® professional.

 I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


 

My goal with my clients is to become their most trusted professional. I understand that I need to earn that trust. I advise my clients to meet once per year if not more frequently for "regular review sessions". I feel that it is in the updating of your most important financial planning goals that I can serve you best and keep you on track.


 

Thank you for visiting my site and I hope to speak with you in person soon!


 

Michael Freker


 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.


 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

More Newsletters →