DeFrehn Consulting
About
We focus on Behavioral Finance, by matching your plan with your personal habits and tendencies we improve your chances of success.
We are also an independently Registered Investment Advisory Firm which allows us to work as a fiduciary for you. We do it because it's the right way to give you what you need, complete financial advice. Sean is an Accredited Investment Fiduciary designee. (AIF®) for more detail see www.defrehnconsulting.com.
The best part of my job is the people, getting to know and help them. I love to hear about their experiences, what's important to them, and what they want out of life to help them get there while enjoying the journey.
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Frequently asked questions
What is your typical process for working with a new customer?
We begin with a discussion about your situation, needs, values, and priorities. We use a mix of technology and behavioral tactics when developing a plan. After we put the plan to work we regularly keep in touch through phone calls and emails as often as you'd like.
What education and/or training do you have that relates to your work?
I hold licenses including a series 7, 66, Life, health, and variable annuity insurance as well as being designated as an Accredited Investment Fiduciary (AIF®).
Do you have a standard pricing system for your services? If so, please share the details here.
The most common arrangement held with personal clients is a 1% per year fee on the assets I manage for them. I also provide hourly and contract services.
How did you get started in this business?
I started off at a very large brokerage firm but after a few years developed a system that would allow me to spend more time working for my clients by going independent in 2002.
What types of customers have you worked with?
Most of our personal clients are in the later stages of their careers and are looking for answers to manage retirement, social security, college expenses, inheritance, and investment real estate.