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Our Total Wealth Management Approach

Why you need a qualified financial advisor/ financial coach
As successful professionals, business owners, or corporate executives, your time is precious to you. You work with a host of financial professionals: insurance agents, investment managers or brokers, attorneys, bankers, etc. Unfortunately, in most cases, few of these professionals are speaking to each other about your situation. This lack of an overall strategy or coordination can result in one part of your financial/estate/retirement plan defeating the other. There will often be gaps in risk containment, counter productive duplication or missed portfolio opportunities that can prevent you from optimizing your results and reaching your goals.

At Frye Financial Center, we function as a qualified financial advisor/Financial Coach to help you navigate successful financial and investment planning. Our professional team makes certain all aspects of our clients’ financial affairs are organized, well planned and working together. With this approach, we can most effectively:

  • Minimize tax exposure
  • Allocate and manage portfolios within the desired risk level
  • Keep estate and insurance planning current

With our insistence on comprehensive, highly coordinated, long-term planning and monitoring, clients gain a sense of confidence and security regarding their financial futures.

Our total wealth management services

Can you afford not to have a financial professional?—More on the benefits of having a financial planner

 
 
"Securities and advisory services offered through LPL Financial -- Member FINRA/SIPC"
     
 
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20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY