Fred Slosson, CFP, CPA     1-800-ADVISER ext. 1009            Crown Point, Indiana

   
 
Fred R. Slosson, CFP, CPA

Fred Slosson, CFP, CPA, RIA

Office:
112 South Main Street
Crown Point, Indiana

1-800-ADVISER ext. 1009
Phone: (219) 663-6222

    Services Available:
    Financial Planning 
    Money Management 


    100% Independent
    100% Objective

     

     

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1-800-ADVISER
ext. 1009

Overview 

Fred Slosson, CPA has been a practicing CPA for over 40 years, working primarily with owners of closely held businesses, including corporations, partnerships, trusts and sole proprietorships. He works extensively with individuals in connection with their personal financial and estate planning problems, including tax sheltered investments. 

He provides an integrated tax and financial planning strategy to every client based on an individual's specific needs. When you become a client, he concentrates on your specific goals and objectives, whether they are personal, family or business-related. He reviews all of the elements such as investment portfolio and insurance coverage that will affect the management of your assets. Tax implications are considered. 

He is a member of the American Institute of Certified Public Accountants, the Financial Planning, the National Association of Estate Planning Councils, the American Association of Altruistic CPA Financial Planning and the National Association of Certified Valuation Analysts. He holds an MBA from the University of Chicago. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 8:30 to 4:30 (Central), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $500 to $2,500. Portfolio management fees are charged based upon a percentage of assets. 

 Call Fred Slosson at 1-800-ADVISER ext. 1009


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