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407 N Green St
Brownsburg, IN 46112

Fredrikson Financial Advisors

(317) 837-8251

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

Providing for current needs and future dreams.

Wherever you are in life, proper planning, sound advice, and execution make a profound difference in your level of prosperity and comfort, and reduces worry. It's never too late... or too early... to begin building a brighter future.

Contact us today for your FREE initial consultation!

Helpful Content

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Lifetime of Earnings

Lifetime of Earnings

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

 

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

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.

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Social Security: By the Numbers

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here’s a crash course on saving for college.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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