Certified Financial Planning
Your Financial Plan, Built Around You
Start with a Clear Picture
Mission Trust’s Wealth Snapshot
Our Wealth Snapshot is the perfect starting point for understanding your financial landscape. Designed for individuals and families preparing for a comfortable retirement, this one-page diagnostic provides clarity and identifies key choices to make for a secure financial future.
What You’ll Gain:
- A Comprehensive Overview: See your full financial picture at a glance including income, expenses, assets, liabilities, and more.
- Key Insights: Understand the most important decisions and risks impacting your retirement goals.
- Actionable Next Steps: Receive clear recommendations and ownership of actions, coordinated with your CFP.
- Peace of Mind: Know where you stand and what’s needed to stay on track for a secure and fulfilling retirement.
The Wealth Snapshot is not a sales pitch or a prediction. It’s a professional, neutral assessment to help you make informed decisions about your financial future.
Meet Ben Fredlake
Certified Financial Planner®
Ben Fredlake, CFP®, Senior Portfolio Manager, has nearly two decades of experience in the financial services industry, bringing a wealth of expertise and a proven track record of success to this position. He looks forward to contributing the mission of providing exceptional financial services to clients and leveraging his experience and expertise to help clients achieve their financial goals.
Fredlake holds a Bachelor of Arts degree in Economics from the University of Notre Dame and is a Certified Financial Planner® professional. He is deeply committed to serving his community and is actively involved in volunteering with the Fiesta Bowl organization as a Yellow Jacket committee member.
How We Help Your Wealth
Partnering with a CERTIFIED FINANCIAL PLANNER™ professional means gaining access to a trusted guide who can help you navigate life’s financial complexities. With Mission Trust, you’ll benefit from a process that:
- Aligns your financial decisions with your unique vision of success.
- Stress-tests your plan against life’s uncertainties, like market volatility or tax changes.
- Translates insights into actionable steps, coordinated with your CPA, attorney, and other professionals.
- Keeps your plan relevant through regular reviews and updates.
Whether you’re just starting your career, preparing for retirement, or managing multi-generational wealth, our CFP®-based planning framework is designed to grow with you—helping you achieve financial confidence and security at every stage of life.
Clients Believe in Mission Trust
“Both our CPA and our attorney recommended Mission. Mission has been a caring organization that seeks the best interests for its clients. We could not be more pleased.”
Ben and Martha C.
Let’s Build Your Financial Future Together
Tell us about yourself and the services you’re interested in. Our team will reach out to you shortly with more information.
