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Fetzer & Associates

Helping You Prepare

for financial independence

Client Focused

Personalized Approach

  • Social Security Maximization
  • Legacy Planning
  • Retirement Planning
  • Income Planning

Fetzer & Associates

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Fetzer & Associates.

Fetzer & Associates provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Fetzer & Associates is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Social Security Maximization

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own exactly the best way...

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Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide...

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Income Planning

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today’s economic climate, historically...

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Fetzer & Associates
(800) 235-8659
(610) 384-6212
wfetzer@gradientsecurities.com
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  • Home
  • Contact Us
  • Learning Library
  • Events
  • About Us
Services
  • Social Security Maximization
  • Legacy Planning
  • Retirement Planning
  • Income Planning
  • Tax Strategy
Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). FINRA / SIPC. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through The Fetzer Group. Fetzer & Associates and The Fetzer Group are not affiliated with Gradient Securities, LLC. Gradient Securities LLC, Fetzer & Associates and The Fetzer Group are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck »