Fredrick James understands the trying times we live in.  That also increases the needs to make wise investments and better plan for your future.  Our Associates will guide you through the many options available for personal investment strategies and planning for  your retirement. We want you to be able to make educated decisions about your future.

• Personal Investment Strategies
  We partner with experts in financial planning that will help you understand the impact of a slowing economy and help you to identify opportunities and potential problems in your portfolio
• Retirement Planning
  Whether you are just starting to save for retirement, changing jobs and making adjustments to your retirement plan, generating retirement income, or managing retirement income, we have solutions for you
• 401(k) – IRAs – Roth IRAs
  At Fredrick James, we provide straightforward information on how to make the most of your 401(k) opportunities
• Personal Finance Budget Assessment
  Wealth is not determined by income alone but rather how one manages to use current and future resources. At Fredrick James, we understand the importance of prudent financial management skills in helping others achieve their financial goals

Fredrick James assists clients throughout Tampa Bay with our financial planning services. Contact us today and begin planning for your future with a local team of financial professionals that care.