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.

Attorney & Law Firms

We will 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

Client Testimonials

After a couple years of less than satisfactory experiences from a large chain tax preparation service, I was referred to Fricke & Associates, not only because of their stellar reputation,... more

Jeanette is great to work with. Highly recommend the firm!

Fricke and Associates know their stuff. We have always received honest and reliable service and communication from them has been up to date and relevant. If your small business needs... more

Great team of advisors. Top notch accounting service!!!

Been with this firm for over 20 years. Tallant and Assoc were acquired and everything has remained great. They do a great job.

Very responsive and reasonable rates. Very happy with this group.

Professional and prompt.

The best ever accountants and I am an attorney and picky. Reliable, honest, knowledgeable, up to date and they are kind and listen to you.

Have been well served by my tax professional, Andrew Tallant, who joined Fricke and Associates a little over one year ago.

Wonderful experience working with Andrew and the staff! They are extremely knowledgeable and have helped me understand the best courses of action to take when it comes to business and... more

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 today!

We can help

If you need a financial advisor near Atlanta, GA, Fricke & Associates, P.C. has the expertise and experience to understand your needs, analyze your financial data, promote your growth, and ensure your financial future is set on a successful path. Additionally, we are a leader in developing and implementing the latest technology for optimizing accounting, tax, and financial planning solutions.

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