How We Help

Services We Offer

Every person’s finances are a puzzle that can only be solved through active listening. Once we have reached a deep understanding of all the dynamics that effect your life, the wealth advice part of your wealth strategy begins.

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.

Retirement & Investment Advisory

Investment Portfolio Management

Retirement Planning
Retirement Lifestyle & Income Planning
Education Planning
Employee Benefits Analysis & Pension Advice

Tax Reduction Strategies

Tax Optimization Strategies on:

Business Income
Income Taxes
Investment Capital Gains
Estate Taxes

Family Protection

Protection against Catastrophic Losses such as:

Death
Disability
Long Term Care
Extended Illnesses

Estate & Legacy Planning

Maximization of Wealth Transfer to Heirs

Minimize Estate Taxation
Probate Avoidance
Asset Protection

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.