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Understanding Today’s Financial Environment

Welcome to Fetterman Investments, Inc., a financial services organization in Dallas, TX. We understand that individuals face unique challenges as they plan their financial future. We can assist in filtering through the "noise" regarding investments that you are bombarded with everyday and sifting out only the information relevant to you. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have decades of experience in financial services. Our dedication to our clients is demonstrated through our service model. Clients can expect to receive individual attention and support on an ongoing basis. Please see our Client Service ExperienceWe can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Income Taxes Work

A quick look at how federal income taxes work.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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