Grant S Frederick
Partner / Financial Planner / Fiduciary
- Role
- Partner - Financial Planner at Proper Retirement
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Partner - Financial Planner
Apr 2024 — Present · Wayne, PA, US
Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include: Tax Planning and tax mitigation, Cash Flow Planning, Investment Management, Roth Conversions, Social Security Timing, Healthcare Coverage, and Estate Planning. To learn more, visit properretirement.com.
Education
Gettysburg College
BA, Business
1993 — 1997
Skills
- Investment Management
- Business Development
- Wealth Management
- Retirement Planning
- Mergers & Acquisitions
- Financial Planning
- Fixed Annuities
- Asset Allocation
- Investments
- Insurance
- Investment Strategies
- Investment Advisory
- Strategic Financial Planning
- Asset Management
- Portfolio Management
- Venture Capital
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