Schedule a Call With Frazie Wealth Management
There’s no obligation and no awkward sales pitch.
During a complimentary 30-minute introductory call, we let you talk us through your financial life. As part of the conversation, we’ll explore how we can help you.
If you live in or near Portsmouth, OH we can meet in person either in our office or somewhere convenient for you. Otherwise, we can meet via Zoom video chat.
After the call, if we agree we’re a good fit, you can request to get started immediately or take some time to think about our conversation. Rest easy – there’s no high-pressure sales pitch! If we’re a good fit for one another, both of us will know it.
Schedule your free consultation today and take the first step toward achieving your financial goals.
We are retirement planning Professionals and do our best work with:
See If You Qualify & Request Your Discovery call today!
This is NOT a sales call. The purpose of this call is to ask you a few simple questions and see if we think we can help you. If so, we’ll schedule a 1 hour listening session with Jeremy to answer your questions + determine if there is a potential fit between our expertise and your needs. After that call, you will have one simple question to answer: “Does it make sense for Jeremy and his team to create a Free Retirement Analysis for me?”
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”
Portsmouth, OH
- 701 Chillicothe Street701 Chillicothe Street
Portsmouth, OH 45662
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