Small Business Directory
This Business carries liability insurance
I am a financial advisor specializing in holistic financial planning. We strive to be a financial advocate for our clients by providing answers to the questions that may arise in their situation such as…
– Am I able to retire?
– Will my assets last in retirement?
– When is the optimal time for me to file for Social Security?
– Do I need Long-Term Care Insurance?
– What is the most effective way to minimize my tax liability before and after retirement?
These are only a few of the many questions that we assist our clients with on daily basis. We understand that having someone that you can trust in these personal matters is extremely important, and client confidentiality is guaranteed.
Lastly, our initial consultation as well as your personal financial plan is free. We are, however, a for-profit business and our fee structure will be discussed at your first no-obligation appointment.
If you have questions or would like more information please feel free to check out our website, www.fraserwealthmanagement.com, or reach out to me directly via email or phone call.
Please stay safe, and God bless!