Working closely with clients, Fred focuses on customizing financial advice and strategies for each client’s unique needs. This begins with an in depth look at the current financial situation of the client, evaluating and setting financial goals, followed by implementing steps to move towards the goals. Understanding that tax is one of the biggest expenses for many individuals, families and small businesses, Fred emphasizes tax planning throughout the financial planning process. Fred delivers insights and practical advice on investment strategy and research, retirement readiness, and estate planning. He focuses on bringing complex topics to a level that even the novice investor will understand.
Ethics and transparency are paramount to Fred’s practice. The biggest testament to his professionalism is the propensity for clients to refer their friends, family, and business associates to work with him.
Fred holds the investment related Series 7 - General Securities Representative, Series 66 - NASAA-Uniform Combined State Law Exam licenses along with Life, Health and Disability insurance licenses.
He is also a Enrolled Agent and a member of the National Society of Enrolled Agents and a Member of Oklahoma Society of Enrolled Agents.
An enrolled agent (EA) is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.