Retirement Planning and Financial Expert, Brian Fricke, Highlights Elite Professionals Group Success Story

Posted by admin on Nov 18th, 2010

Brian Fricke, financial and retirement planning expert, recently put together an Elite Professionals Group to eliminate the hassle and worry out of finding competent and trusted professional advisors – and a success story has already occurred.

Orlando, Fla. – November 18, 2010 – Brian Fricke, CFP founder of Financial Management Concepts and the author of “Worry Free Retirement,” recently initiated an Elite Professionals Group consisting of “Best in Class” professionals from various industries.  The purpose of this group is to have a trusted and competent pool of professionals that can be recommended to his clients on an as needed basis.

One of the members of the Elite Professionals Group is Orlando-based realtor and training expert, Andy Tolbert. (http://www.AndyTolbert.com)  Recently, Andy wrote about how one of her foreclosure interviews led to a reunion of a family that had been out of touch for several years!  Below is an excerpt from Andy’s blog post:

Wow, this is a story you probably don’t hear every day.  Yesterday I was contacted by email by someone stating she was a relative of someone I had interviewed about losing her house.  Through some back searching I found the article she was referring to, and it wasn’t me that had interviewed the lady, I just happened to be interviewed in the same article.  I never met her relative.  In several emails back and forth though, I explained that I had never met her, but did a quick Google search and sent her a link with some local contact info including an email address and place of employment (all public records here… not disclosing any secret info!).

Well, today I just got this email:

Andy

You have just been used by God to help two sisters fine each other and to discover that there are two more sisters My daughter and her sister are so happy right now it is unbelievable. They are both Managers and have two children thanks thanks and more thanks

My The Lord bless your life and family

Pastor Nissi

Isn’t that unbelievable?

Out of the tragedy of losing her home, a single mom and her 2 kids are now reunited with their family because of the story that was written about her.

Brian points out that this kind of wonderful event is a testament to the power of networking and is one of the main reasons for organizing the Elite Professionals Group.

Members of the Elite Professionals Group include wholesale automobile purchases, insurance experts, mortgage expertise, business, estate and elder law, health and medicare supplement insurance expertise, and many more.

“Members of the Elite Professionals Group, meet monthly to keep each other informed of our respective areas of expertise so we can take exceptional care of our clients now and into the future,” remarked Brian.

To learn more about these recommended resources, please visit http://www.brianfricke.com/recommended-resources

Orlando Business Journal has named Brian’s company, Financial Management Concepts, one of the top financial planning companies in Central Florida. Financial Advisor magazine – an industry trade journal- has recognized him as one of the leading financial planning firms in America.  Brian Fricke is a Certified Financial Planner. Financial Management Concepts is a Fee Only Financial Planning firm. They currently manage over $98 million of investment assets for a select community of clients.

Brian also holds a weekly teleconference call, “Coffee Talk,” which is a live call held every Tuesday morning from 9-9:30am, to discuss current economic and lifestyle issues that affect retirees and anyone wanting to retire within the next 5 years.  Brian has also recently launched a live in-person meeting, built around the teleconferences, called “Coffee Talk Live.” These teleconferences and live events are not limited to clients and will be available to the public, free of charge.  Details for each week’s call can be found at http://www.BrianFricke.com/news_room

For more information about Brian Fricke and Financial Management Concepts, please visit http://www.BrianFricke.com.  You can also call toll free 1-800-294-4917 or send an email request to info@fmcretire.com

About Brian L. Fricke, CFP®:

Brian Fricke is the Author of “Worry Free Retirement, Do What You Want, When you Want, Where You Want”.

For the last 6 years in a row Brian and his company – Financial Management Concepts – have been named one of America’s Top Wealth Managers.

Orlando Business Journal has named his firm one of the top financial planning companies in Central Florida. Financial Advisor magazine – an industry trade journal- has recognized him as one of the leading financial planning firms in America.

If you’ve been in Central Florida over 10 years, you may have heard him on the radio. He used to host his own show on WDBO radio. He’s also served on the City of Winter Springs Board of Trustees Pension Fund.

Brian is a Certified Financial Planner. His firm – Financial Management Concepts – is a Fee Only Financial Planning firm. They currently manage over $98 million of investment assets for a select community of clients.

Brian and his team have worked with retirees and pre-retirees from companies like AT&T, Sprint, Harris, Lockheed Martin and Siemens/Westinghouse.

For more information, please visit http://www.BrianFricke.com