12700 Hillcrest Road,
Whether you are building assets for the future, seeking to protect, enjoy or pass on the assets you have accumulated, Fetterman Investments, Inc can help you through all stages of your financial journey.
Fetterman Investments, Inc. specializes in comprehensive financial planning, wealth management and investment advice. Our team has the patience, experience and expertise to guide clients of all ages in meeting their financial objectives.
Creating a comprehensive financial plan is taking a picture of your current financial situation and examining strategies to help you achieve your financial goals. This process has many moving parts and can consist of cash flow, savings and debt, investments, insurance, as well as legacy planning.
Planning for college has traditionally consisted of putting aside money in an education based account for a child's future. The family is typically left alone to decide how to pay for tuition. Our college planning expert helps your family to to create a comprehensive college funding plan taking into account college savings, your family's expected family contribution, cash flow, student loans, and the potential for merit or need based financial aid.
Student Loan repayment is not a one size fits all solution. The are a number of options for repaying student loan debt. We evaluate your entire student loan portfolio and create a personalized repayment strategy that benefits your budget and your life.
As the fiduciary responsible for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
When it comes to protecting your family, Life and Long Term Care insurance policies can help you fill in gaps in your financial plan. As a CERTIFIED FINANCIAL PLANNER™, Melissa Cox, is able to provide a professional analysis on your current coverage, and help you determine insurance needs and what you can afford.
A financial coach is someone that will help you understand the basics of personal finance. The goal is to help clients develop healthy money habits that will help you to maintain healthy finances.
To schedule an appointment you can give us a call at 972-233-1120, or use our Calendly link at the top of the page schedule a 30 minute consultation.