Retirement Planning Process | Frazie Wealth

Coordinating Your Wealth: A Purpose-Driven Financial Strategy

Investment strategy, tax planning, and family legacy all work better when they work together. Instead of a “junk drawer” of uncoordinated documents, our Wealth Strategies and Summary (WSS) focuses on simplifying, coordinating, and aligning your financial plan with your goals. It’s a customized approach designed to help you experience clarity, freedom, and confidence in your financial future.

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Listen

In-Depth Understanding of Your Family Dynamics

We begin by getting to know you and your family. This includes your story, career, recreational pursuits, financial goals, and the values that guide your decisions. We summarize your assets, identify your professional team, and gather a complete picture to create a personalized wealth plan.

Develop

The 4 Pillars of a Well-Coordinated Wealth Strategy

Using insights from our conversations, we craft a tailored financial plan focused on retirement planning, tax mitigation, loss protection, and legacy planning. Combining technology, technical expertise, and a human touch, we address challenges and deliver meaningful value.

Implement

Partnering with You for Actionable Results

We provide a fiduciary commitment to act in your best interest. Starting with the pillar most important to you, we implement actionable strategies. Over time, we secure your legacy and create estate provisions to simplify wealth transfer and minimize taxes.

Periodic Review

Strategy Update and Progress Sessions (SUPS)

As your life evolves, we proactively adapt your strategy to reflect your changing needs and goals. Through regular reviews and communication, we ensure your plan remains aligned with your vision, keeping your progress on track over time.

Rely on Frazie Wealth Management for personalized guidance toward financial well-being at every stage. Begin your journey toward stability today with us!

Your financial journey deserves a process that aligns with your life’s purpose. Let us help you transform complexity into clarity and build a strategy designed for your unique needs. Contact us today to take the first step toward a coordinated, purpose-driven wealth strategy.

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We are retirement planning Professionals and do our best work with:

Age 50+

Retirement Redzone: retirement investors age 50+ who are retired or close to it.

$500k+

Diligent savers with investments over $500,000. (Excluding real estate.)

Seeking Expert Guidance

People who value expert help because retirement is too important.

Who Is Involved In Your Process?

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Wealth management is multifaceted and can be overwhelming. It requires specialized expertise across several areas of financial planning, which cannot be handled effectively by one advisor alone. To address this complexity, we have built a team of local professionals dedicated to delivering a collaborative and comprehensive client experience.

Our team is passionate about taking a hands-on approach to serving your family. As you progress through our wealth advisory process, we engage our professional network to address advanced planning needs, including complex tax reduction, wealth transfer, family protection, and estate and legacy planning.

Additionally, we collaborate with a nationwide network of wealth advisor partners. These partnerships enhance our capabilities in investment portfolio research, allocation decisions, and best practices, all aimed at delivering tailored solutions for our clients.