Life is short. Don’t let financial stress take up the best years.
Focus on what matters most while we help you create a retirement plan that works for you.
At Frazie Wealth Management, we believe financial planning should be simple, transparent, and aligned with your goals. At our core, we specialize in helping individuals and entrepreneurs organize their wealth to meet life’s evolving needs. Whether you’re planning for major milestones, managing investments, or thinking about the legacy you want to leave, our approach is designed to provide clarity and direction.
From retirement planning and tax strategies to wealth protection and estate planning, Frazie Wealth Management is focused on creating plans tailored to your unique situation. With no hidden agendas or product pitches, our goal is to help you feel confident in your financial decisions. Let’s start a conversation about your future.
Discover a Fresh, Transparent Approach to Retirement Planning
At Frazie Wealth Management, we put you in control of your retirement. Start with a no-obligation discovery call to see if we’re a fit. If you move forward, we’ll develop a custom financial plan at a transparent price—no hidden fees or sales pitches. Retire on your terms with confidence in your future.
4 Easy Steps To A More Worry-Free Retirement
After years of working with dedicated families like yours, Frazie Wealth Management has created a simple, proven 4-step process to help you approach retirement with clarity and confidence. This process is designed to take the guesswork out of retirement planning, giving you a path to enjoy more and worry less. From our first conversation through each step, we’ll ensure that your retirement goals are fully understood and supported.
Start with a no-obligation meeting to explore your retirement goals.
Receive a personalized financial plan tailored to your unique situation.
We handle the details, simplifying your financial life along the way.
Relax and enjoy life while we manage the financial details.
At Frazie Wealth Management, working with our advisors means aligning your money with the life you envision. We offer guidance and clarity for life’s big decisions with an approach that evolves alongside your goals.
You’ve worked hard your entire life,
- Am I gonna be OK when I retire?
- When should I start taking Social Security?
- Is my portfolio too risky?
- How can I reduce my taxes?
- Can I afford that big trip I’ve been dreaming about?
Frazie Wealth Management is here to help you address the questions and concerns that often come with planning for retirement. You’ve worked hard your entire life, and it’s natural to wonder if your plans will provide the retirement you envision.
Your financial future shouldn’t feel uncertain or left to chance. We believe everyone deserves a retirement strategy they understand and feel confident in. That’s why we offer a no-obligation, 15-minute discovery call to discuss your goals, answer your pressing questions, and see if we can help craft a plan that fits your unique situation. Let’s explore what’s possible and help you gain clarity about your retirement journey.
The 4 Cornerstones Of A Holistic Wealth Strategy
Our holistic wealth strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle harmoniously work together with one simple goal: to provide advice and strategies that align the money you have with the life you want to live and the legacy you want to leave.
- Retirement & Investment Advisory
- Tax Reduction Strategies
- Family Protection
- Legacy & Estate Planning
Retirement & Investment Advisory
Start planning for the retirement you’ve always envisioned. Let’s build a strategy tailored to your goals and priorities.
At Frazie Wealth Management, we provide tailored retirement and investing solutions, helping clients achieve financial stability and lifestyle goals. Our services include investment portfolio management, retirement income planning, education funding strategies, and employee benefits analysis. With personalized advice, we align financial decisions with long-term objectives, aiming to create a comprehensive financial strategy.
Tax Reduction Strategies
Discover how tailored tax strategies can help streamline your financial plan. Let’s start a conversation today.
We specialize in tax reduction strategies, helping clients minimize liabilities across various areas, including business income, income taxes, investment capital gains, and estate taxes. By incorporating tax optimization into your financial plan, we aim to help you manage your wealth more effectively, which could potentially support your long-term financial goals.
Family Protection
Take proactive steps to protect your family’s financial future. Let’s create a plan that works for you.
We provide Family Protection services to help safeguard your family’s financial future. We develop strategies to mitigate risks associated with catastrophic losses, such as death, disability, long-term care, and extended illnesses. By offering tailored protection plans, we strive to assist clients in managing their financial risks and safeguarding their loved ones from potential financial difficulties.
Legacy & Estate Planning
Let’s design an estate plan that reflects your values and supports your legacy. Get started today.
Frazie Wealth Management offers Legacy & Estate Planning services designed to help clients preserve and transfer their wealth efficiently. By focusing on minimizing estate taxes, avoiding probate, and protecting assets, we assist clients in creating a structured plan that supports their financial legacy and ensures an effective transfer of wealth to heirs.
Educational Resources
Discover our blog for insightful articles, practical advice, and informed perspectives on financial management. We’re dedicated to enhancing your financial well-being through education and informed decision-making.
Managing family finances can be a daunting task, especially when faced with competing priorities and evolving needs. Many families encounter the same recurring challenges that make achieving financial clarity and
Managing your finances can feel overwhelming, especially when all the pieces seem disconnected and unclear. At Frazie Wealth Management, we believe that your financial life shouldn’t feel like a “junk
Strategies to Manage and Grow Your Assets for the Next Generation If you have a desire to build wealth from the ground up for yourself and your loved ones, then
Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of your life
Learn the Fundamentals to Develop a Comprehensive Approach Effective financial planning and management can play a role in wealth building. A solid wealth-building strategy can help you prepare for potential
How to Maximize Retirement Accounts from Former Employers The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers during their
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Addressing Market Volatility in Today’s World
Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.
Still have questions?
