facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

CUSTOM FINANCIAL PLANNING TAILORED TO YOUR UNIQUE GOALS.

Financial Planning

The Comprehensive Financial Plan provides clients with an analysis of their entire financial picture, including: 

Icon for Frazier Financial Consultants' life and goals for financial planning

Life Values and Goals

Icon for Frazier Financial Consultants' cash flow planning services

Cash Flow Planning

Icon for Frazier Financial Consultants' retirement planning services

Retirement Planning

Icon for Frazier Financial Consultants' risk and asset management services

Risk Management and Asset Protection

Icon for Frazier Financial Consultants' education planning services

Education Planning

Icon for Frazier Financial Consultants' tax planning services

Tax Planning

Icon for Frazier Financial Consultants' estate planning services

Estate Planning

Icon for Frazier Financial Consultants' investment planning services

Investment Planning


Financial Planning Fees

We provide multiple levels of tailored financial plans, based on your goals and needs.  Fees are based on hourly rates and will be determined at our initial consultation.  CONTACT US to learn further about our fees.