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Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it is our mission to simplify the complexities of your financial life so you can focus on what matters most.
- Are you nervous about market volatility?
- Do you wonder if you are truly prepared for retirement?
- Do you have specific questions about your financial plan?
- Would you like a second opinion on your investments or retirement plan?
We Are Here To Help Virtually
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we will discuss:
- Which financial questions do you have?
- What worries you about your financial future?
- What are your concerns or goals when it comes to investing?
During our discussion, we will answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
How To Prepare For Our Call
You do not need to do anything to prepare for the meeting, and there is no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Get Started Now
Schedule your free 60-minute introductory phone call today to:
- Plan to maximize your financial future.
- Get answers to your specific questions.
- Get personalized recommendations for your unique situation.
Jeremy Frazie is founder, owner, and wealth manager at Frazie Wealth Management, a wealth services firm that helps manage and organize the financial affairs of select families in the tri-state area. With over a decade of experience, Jeremy specializes in serving business owners, professionals, and individuals in the Retirement Red Zone, providing a wide range of services to cover every aspect of their financial life through every stage of their retirement. Jeremy is known for his client-centered, relationship-based process that gives his clients the tools and support they need to achieve their goals and overcome obstacles. He is deeply passionate about making an impact on others’ lives and helping them look to the future with confidence. Jeremy graduated from Marshall University, where he played defensive back for the Thundering Herd football team, with a degree in finance, and has both the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations.
When he’s not working, Jeremy enjoys spending time with his wife, Erika, and their two sons, Breydan and Boston. You can often find him visiting the Florida gulf beaches, watching sporting events, golfing, and fostering his love–hate relationship with CrossFit. To learn more about Jeremy, connect with him on LinkedIn.