AT A GLANCE
Services & fees
Ask which services are included, how the professional is paid, and where to find written fees and disclosures.
Licensed providers · independent audits
FINANCIAL PLANNINGPlanning ahead and managing financial changes
Grant City, MOCLOSED · KEPT FOR REFERENCE
Rick Frese - Thrivent
When comparing financial professionals in Grant City, ask about services, fees, professional registration and the scope of your agreement.
About this practice
Rick Frese - Thrivent is listed under financial planner at 322 S Main St, Grant City, Missouri. The record lists a phone number and a website. Public sources list this business as closed, so confirm directly before relying on any detail here.
DETAILS
Appointments & scope
Confirm appointment availability, the states served, and which matters need a separate attorney or tax professional. Website is on file for current details.
PRICING
Ask for current terms
Pricing can vary by service and timing. Ask this provider for the current cost and scope before you commit.
QUESTIONS TO ASK
Before your appointment
- Which services can you provide before or after a death, and in which states?
- How are you compensated, and where can I review your fees?
- Which professional registrations apply to the services you offer?
- What should I bring to a first appointment?
BEFORE YOU DECIDE
What to check
- 1 Professional registration - Match the person and firm to the relevant public records.
- 2 Fees and conflicts - Ask for compensation and conflict disclosures in writing.
- 3 Scope - Agree on services and identify matters for legal or tax advice.