Fred Fernatt Tax & Financial Services, Inc.
Address: 1206 - 35th St., Ste 403, West Des Moines, IA 50266
Contact: Fred Fernatt
Phone: (515) 278-1084
Fax: N/A
E-mail: fredf@netins.net
Failing to Plan in Divorce, is Planning to Fail
My desire is to guide the client toward achieving his or her personal financial goals by developing a clear but flexible plan for all Financial Issues of Divorce. Elements of the plan include helping the client focus on and set goals, education and discussion of alternatives, Income tax planning, estate planning, and follow through to implement recommendations. EXPERIENCE: Began my accounting career in 1976 and spent five years in "Big 6" public accounting - Began financial planning in 1980. AREAS OF SPECIAL KNOWLEDGE: Financial Issues of Divorce, Estate Planning, Income Tax Planning and Planning for retirement. EDUCATION: Master of Arts in Accounting - University of Iowa, Master of Science in Estate Planning - College for Financial Planning, Master of Taxation - Drake University, Bachelor of Science - Illinois State University. PROFESSIONAL DESIGNATION: Certified Divorce Financial Analyst (2003) - Certified Public Accountant (1976) - Certified Financial Planner (1983) - Chartered Life Underwriter (1985) - Chartered Financial Consultant (1986) SPEAKING AND WRITING: Co-founder and contributing author to Money Outlook section of the Des Moines Register - Featured speaker at Wealth Transfer Education System's Advanced Life University - Featured speaker in the Iowa Medical Society's financial planning series - Former co-host of "Ask Your Financial Planner" radio show - Conducted numerous seminars on planning for retirement and wealth accumulation. Kindly mention Divorce Source when contacting our office. Other Places to Visit:
Fred Fernatt
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