At Frazie Wealth Management, our Retirement & Investing services aim to simplify and optimize your financial journey, ensuring that all aspects of your wealth align with your desired lifestyle. Our offerings include investment portfolio management, retirement planning, income strategy development, education funding guidance, and comprehensive employee benefits and pension advice.
These services are designed to help you build and preserve wealth, while also addressing your future goals, such as funding education or maximizing employer benefits. By tailoring strategies to your unique needs, Frazie Wealth Management aims to help you navigate your financial journey with greater confidence.
At Frazie Wealth Management, our Tax Reduction service focuses on minimizing tax liabilities and optimizing financial strategies. We provide tailored solutions for addressing business income taxes, personal income taxes, investment capital gains, and estate taxes. By incorporating tax optimization into your financial plan, we aim to help you retain more of your hard-earned wealth while supporting your long-term goals.
Our team works closely with you to identify opportunities for reducing your tax burden and aligning these strategies with your overall financial objectives. Our comprehensive approach is designed to help manage various aspects of your financial plan.
Frazie Wealth Management’s Family Protection service is designed to help clients safeguard their loved ones from the financial risks associated with catastrophic losses. These include events such as death, disability, long-term care needs, and extended illnesses, which can have a significant financial impact. Our team works closely with clients to develop tailored protection strategies, ensuring that potential risks are mitigated and family members are financially supported during unexpected circumstances.
By integrating these strategies into your broader financial plan, we aim to support your financial resilience, helping you manage life’s uncertainties with more flexibility and adaptability.
Frazie Wealth Management’s Legacy & Estate Planning service focuses on helping clients preserve their financial legacy while helping to ensure a seamless wealth transfer to future generations. Our services include strategies to maximize wealth transfer to heirs, minimize estate taxation, avoid the probate process, and protect assets.
By addressing these key aspects, we aim to help clients create a structured and tax-efficient estate plan tailored to their unique circumstances. Our team works closely with clients to ensure their wishes are honored, their assets are safeguarded, and their heirs benefit from an efficient and thoughtful wealth transfer strategy.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Fixed insurance services offered through Frazie Wealth Management.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Frazie Wealth Management and Cambridge are not affiliated. This website is limited for those residing in AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, ME, MN, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC TN, TX, UT, VA, WA, WI, WV.
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