Our Services

Family Protection

  • Focuses on providing a safety net for unexpected events that can cause serious financial loss to your family

  • Financial Emergencies

  • Pay medical bills in the event of Illness

  • Income replacement lost due to disability

  • Maintain a standard of living after the death of a spouse or other loved one

Education Planning

  • Establish and project education planning goals for family members

  • Determine the best type of education plan for personal circumstances

  • Identify current and future costs of education

Retirement Lifestyle & Income Planning

  • Determine the amount needed/desired upon retirement, then implement recommendations to fund your income needs and help maintain a comfortable standard of living

  • Develop strategy to prevent you from outliving your retirement income

  • Determine the best methods and timing for withdrawing retirement income

Family Legacy & Estate Planning

  • Involves identifying beneficiaries and what they are to receive both during the client’s life and upon his or her death.

  • Provide knowledge about available estate planning techniques and tools

  • Development of custom estate plan to transfer wealth while minimizing unnecessary tax liabilities and avoiding probate

  • Help determining how property will be transferred at death by means of a will, interstate, contract, trust, and/or operation of law

Charitable Giving

  • Help identifying charitable giving opportunities that fit within your value structure and that help minimize tax liability

  • Develop a charitable giving plan to be incorporated into cash flow and expense budgets

Tax Reduction Planning

  • Involves helping find potential tax savings through reducing or shifting current or future income tax liabilities 

  • Evaluating business structure to optimize the benefits of the Internal Revenue code

  • Deferring income and/or accelerating expenses at year-end

  • Strategies to realize losses or gains through a wide range of allowable actions

Investment Portfolio Management

  • Development of investment strategy designed to create, preserve and grow wealth in volatile and trending market conditions

  • An Investment Portfolio Stress test to determine how your portfolio handles market downturns

  • Ongoing implementation of an active allocation strategy for proper market exposure and trends.

  • Aggregation of all your accounts to simplify and reduce paperwork

  • Plan best tax strategy (401k, IRA, Roth, NQ, etc.) to accumulate money in retirement plans

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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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Icons by: Joe Pictos

©2018 | Frazie Wealth Management