Our Process

STRATEGY DEVELOPMENT

We will closely analyze your financial information to identify gaps and issues. We will look where you are, where you want to be and how we can maximize the probability of helping you reach your financial goals.

LISTENING SESSION

Our first goal is to develop a true understanding of who you are as a person, establish why money is important to your family, prioritize your goals and gather information to assess your current situation.

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INVESTMENT & TAX PLANNING MEETING

We will present our findings and our recommendations for how we can bridge the gaps in order to reach your goals. We will clearly explain our investment process and tax planning recommendations. This will form the foundation for all of our work together.

LEGACY PLANNING MEETING

We engage our professional network to begin working on advanced planning issues (complex tax reduction, wealth transfer, family protection, and estate and legacy planning).

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STRATEGY SUMMARY MEETING

After your wealth strategy has been executed, we will meet again to summarize everything we have discussed and implemented. We will set up online access to your wealth solutions center. From here, we will be constantly monitoring and adjusting as needed.

PERIODIC WEALTH STRATEGY SESSION

We want to make sure that we always have the most up-to-date understanding of your personal situation. Our periodic wealth strategy sessions will ensure as your life unfolds and changes, our proven wealth process and strategy will evolve with you.

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701 Chillicothe Street
Portsmouth, OH 45662
Phone: (740) 354-9585
Toll Free: (855) 354-9585

Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Frazie Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of CA, TN, FL, KY, NC, OH, OR, PA, SC, TN, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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©2018 | Frazie Wealth Management