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Family Protection

Protection against Catastrophic Losses such as ​


Monthly Cash Flow

The starting point for a wealth strategy is determining a person’s current lifestyle. All planning is centered around maintaining the same lifestyle, regardless of future circumstances.

Emergencies And Rainy Day

Most people’s current savings and investments will provide them with limited or no flexibility when unexpected needs arise.

PLANNING TIP: We recommend a family maintain 6 months of net income for emergencies.

1. Social Security Administration, Fact Sheet February 7, 2013
2. U.S. Census Bureau, American Community Survey, 2011

Health And Disability

1 in 4 of today’s 20 year-olds will become disabled for 3 months or longer during their working careers. Over 37 million Americans are classified as disabled – about 12% of the total population. More than 50% of those disabled Americans are in their working years, from ages 18-64.

PLANNING TIP: If you become incapacitated, it is important to have a durable and medical power of attorney in place.


Protect your family long after you’re gone. Don’t let the burden of money be added to the grief and stress of your passing. PLANNING TIP:

Adequate Protection:
  • What lifestyle do you want your family to maintain in the event of your death?
  • What sources are available to provide your family the income they need?
Appropriate type of insurance plan?
  • How long will you need the protection?
  • Is cash value an important asset for your family?
Your Next step​

Get Started Today​

Get custom financial planning for a transparent price and never have to worry about being pitched life insurance or annuity products.

Refreshing, right? At Frazie Wealth, you’re in control.

After a brief Discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.