We are structured differently so we can help where you need it. Beyond managing your IRA, we advise on individual accounts in 401(k) plans, HSAs, and personal debt like student loans and mortgages. We can because we are an independently Registered Investment Advisory Firm. We do it because it's the right way to give you what you need, complete financial advice.
Sean holds securities licenses in many states and 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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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.
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®).
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.
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.
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.