"As independent wealth
managers, Frye Financial Center, with Austin Frye at the helm, is one of the top branch offices affiliated with the nation's leading independent broker dealer,
LPL Financial, according to revenues as reported by Financial Planning Magazine
1996-2009."
Frye Financial Center
Since 1979, clients have relied upon Frye
Financial Center to guide them in proactively Building,
Protecting and Preserving wealth.
We believe that your financial/investment
success is an ongoing process that can benefit greatly
from the expert guidance of the knowledgeable
and trustworthy team at Frye Financial Center. As independent
wealth consultants, we provide a full range of financial
planning services to:
- Successful individuals and families
- Corporations
- Non-profit organizations
- Foundations
- Trusts
Our interdisciplinary
team of Certified Financial Planners®, Portfolio
Managers, Insurance Professionals, 401(k)/Retirement
Plan Advisors, IRA rollover/ distribution specialists and estate planning attorneys (through the Law Offices of Frye & Associates, P.L.*) provide comprehensive, seamless servicing.
This full service, integrated approach provides clients
with the best opportunity to potentially maximize the
long-term results and the effectiveness of their financial
planning.
We believe in making our clients feel special
Wealth planning is our purpose, yet that's not all we do. We are a boutique firm and we believe in making each of our clients feel special. We hold entertaining and /or educational events throughout the year and every spring, we invite Platinum level clients to our private box at the Sony Ericsson Open (formerly Nasdaq 100) tennis tournament. Our office is a welcoming place where you'll find your favorite beverages and fresh baked treats always being served.
Common objectives
of our clients
Private clients
- Confidence in the ability to
build assets sufficient to maintain their desired
lifestyle through retirement
- Optimizing investment strategies to
insulate against inflation and unsure markets
and to maximize potential growth within their desired
risk level
- Minimizing taxes
- Preservation of family wealth and lifetime security
- Organization and coordination of all family financial management, including all family financial advisers
- Risk management; strategic
life insurance, long-term care and health insurance
planning
- Retirement distribution planning
- Easing the transition to salary
free living
Small business/Corporate
clients
Benefit Planning Goals
- Establishing the most beneficial
and cost effective retirement/401(k) plan for their
organization and simplifying the ongoing
administration of the plan
- Plan sponsor support and comprehensive
employee education on all facets of retirement/401(k)
plan and investment options.
- Maximizing tax saving opportunities
of qualified retirement/401(k) plans
- Guidance in selection of top quality
investment options and ongoing monitoring
investment’ performance.
- Guidance in fulfilling plan
sponsor fiduciary responsibilities and ensuring
plan remains compliant with all ERISA regulations
and testing requirements.
- Establishing non-qualified
executive Deferred Compensation Programs to attract
and retain top quality employees
- Reducing health insurance costs
while improving service to the organization and its
employees.
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As independent wealth managers, Frye Financial Center
is amongst the top branch offices affiliated with the
nation’s leading independent broker dealer, LPL Financial, according to revenues (as reported by Financial
Planning Magazine 1996-2009). LPL Financial provides advisers
with state-of-the-art technology, research and reporting
platforms dedicated to your success.
Securities and advisory services offered through LPL Financial Member FINRA/SIPC
*Legal services provided
by the Law Offices of Frye & Associates, P.L. are separate and independent of
services offered by Frye Financial Center. Additionally, the Law Offices of Frye & Associates, P.L.
and the legal services offered are not affiliated with nor endorsed by LPL Financial. |