Wealth Planning | Frye Financial Center

Our History

Years of experience have prepared us to guide you through your life transitions.

A Failure to Plan is a Plan to Fail

With life expectancy on the rise and the effects of inflation to consider, seeking your goals and pursuing your desired retirement cannot be left to chance.

Frye Financial Center's CFP®s will gather, crunch, and organize all of your numbers to help keep you on track…and to put you in control.

The Financial Planning Process

Establish your goals and liquidity needs while also considering your time horizon and life stage.

Get organized and gain a better grasp of your current net worth and financial situation.

Receive analysis, projections and strategic action plan; it will factor in your debt/risk, income, expenses, insurances, assets, savings ratios, as well as inflation/interest rates, etc.

Gain a sense of confidence when all your accounts and information are aggregated and synced.

Stay on track; feasibility studies, gap analysis, periodic reviews and retirement income projections.

Employment contracts
Entity planning/structuring
Pre-sale Planning
Asset Protection guidance

How vulnerable is your wealth?

Some of the ways we utilize insurance In the financial planning process:

Life: A thorough needs analysis will be used to help determine the proper coverage. We will then review clients’ current policies to determine if they are up to date and properly structured to cover obligations such as mortgage debt, college expenses, family income and liquidity for future estate tax liabilities.
Annuities: Features and benefits are ever changing. We review annuities on a periodic basis to determine if they are meeting clients’ current and future financial needs.
Long Term Care Insurance: We show clients how crucial this protective vehicle is in the preservation of their own as well as their parents’ assets and advise them as to the many different types of LTC insurance now available.
Business Protection Planning: Insurance can play a crucial role in effective small business/corporate planning. Small business can benefit greatly and achieve insulation from uncertainty through the use of key person and partners’ insurance.

We welcome the opportunity to become your valued advisor.

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