It's important to know about the advisor who is helping plan for your FUTURE! Building a complete financial process for our clients has evolved over the years and has grown into four businesses that are all coordinated to meet your needs. 1. Fremont Financial Inc. helps meet your life, health and disability insurance needs, gets you started with investing and helps bring resources for retirement and estate planning.
2. For small business we can provide you with Retirement Savings Solutions Inc which is our latest enhancement designed specifically for professionals and small business owners to meet both their personal and business needs and objectives.
2. For small business we can provide you with Retirement Savings Solutions Inc which is our latest enhancement designed specifically for professionals and small business owners to meet both their personal and business needs and objectives.
Services
Fremont Financial specializes in the areas of individual and group benefits for health insurance, disability, investments and elder care. Dave Parker, President and lead independent producer has been in this business for over 20 years. This agent's strength is developing tax savings solutions for his clients through the use of health and life products to meet their basic needs.
Custom online program for small businesses designed by actuary with over 35 years of experience. We have been collaborating for the past 13 years with a highly experienced actuary to develop a unique small business platform for a cost effective ADP tested Profit Sharing Plan.
Frank Svrcek has worked over 35 years as an actuary on consultancies with KPMG, Arthur Andersen, and Ernest & Young, focusing on specialty compensation and pension planning and designing.Educating our clients to assure they understand the customized program that is developed specifically for them.
Frank Svrcek has worked over 35 years as an actuary on consultancies with KPMG, Arthur Andersen, and Ernest & Young, focusing on specialty compensation and pension planning and designing.Educating our clients to assure they understand the customized program that is developed specifically for them.
Fremont Financial Advisors, Inc. (FFA) is an independent Wyoming registered advisory firm providing our clients with comprehensive investment advisory services. We work with both individuals and small businesses of medium to high net worth. We serve as the asset gatherer and coordinator for all the programs our clients are given access.
Many of our clients wanted their real estate investments to be more closely coordinated with the comprehensive planning that was already being done for them through Fremont Financial and Fremont Financial Advisors. As a result Sun Realty was established.
Whether clients are looking to add to their investments or change their location, Dave is able to help them make wise real estate decisions that fit into their overall plannng and help them to achieve their goals.Unlike most realtors we are not totally dependent on real estate commissions. Remember, first and foremost we are required to act as fudiciaries to our clients because of our other businesses.
Whether clients are looking to add to their investments or change their location, Dave is able to help them make wise real estate decisions that fit into their overall plannng and help them to achieve their goals.Unlike most realtors we are not totally dependent on real estate commissions. Remember, first and foremost we are required to act as fudiciaries to our clients because of our other businesses.
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