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Comprehensive Financial Planning and Financial Advisors at Fetterman Investments, Inc.

Welcome to Fetterman Investments, Inc., a comprehensive financial planning and investment management organization in Dallas, TX.

At Fetterman Investments, our financial planners, advisors and support staff understand the unique challenges individuals face.  We provide practical advice and guidance to help you plan your financial future. 

Whether your goal is preparing for retirement, investment managementcollege planningstudent loan management or setting up an estate strategy, our personalized service focuses on your needs, wants, and financial goals.  We tailor a plan for your individual situation and explain things in a language you can understand.

The professionals at Fetterman investments have decades of experience in financial services. We focus on client service and you can expect to receive individual attention and support.  Take a look at  our Client Service Experience to learn more and please contact us for more information.


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Comprehensive Financial Planning helps to build a healthy financial future for your loved ones.


Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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