Our Financial Planning Services
Through Frazzetta Financial Strategies, we offer a wide variety of services related to financial planning:
- Retirement Planning
- College Education Planning
- Long-Term Care Planning
- Investment Portfolio Management
- Estate Planning Strategies
We strive to understand each client's current financial picture and where they want to go in the future. Utilizing the CFP® Board of Standards, we develop a financial roadmap that will help guide each client towards their financial destination.
Customized Strategies For Every Situation
Every client has a unique story and goals. There is no such thing as a one-size-fits-all answer to financial planning. We take the time to understand each client’s needs. We do thorough research to find the right strategy. Our advisors will explain all the options and then work with you to implement your unique strategy.
With every journey, a detour is inevitable. Your financial journey is no different. At Frazzetta Financial Strategies, our advisors monitor progress and review your plan frequently to determine if any changes might be beneficial. Unplanned life events can create the need for a change to your financial plan. Our staff stands ready to help and adjust as needed to help keep your plan on track.