Celebrating 25 Years of Service!
We know that without clear expectations and specific written goals, the average investor may unwittingly take on unnecessary market risk. For many investors, "financial planning" can become a synonym for simply investing for maximum returns. At Frontier, our most successful clients are those who don't concern themselves with trying to identify the top stock or fund of the day. Instead, we help our clients articulate their goals, before designing a plan for them and allocating assets.
When our clients rely on our investment process, they find that they can preserve, grow and deploy their wealth with greater clarity, purpose and confidence. Frontier's professionals have the training, experience and capabilities to ensure that all considerations of your future life goals, wealth transfer plans and future expense levels can be coordinated in a single comprehensive way.
Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Frontier does not serve as an attorney, accountant, or insurance agency. Frontier does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, the client can engage one of Frontier’s representatives, in their separate individual licensed capacities, can be engaged to provide insurance sales/services, or Frontier’s affiliated law firm to provide legal services, as each is described on Frontier’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.
Whether establishing a new investment plan or maintaining an active program, we are ready to help you meet your financial goals.
Our services include retirement planning, insurance suitability review, tax planning, educational planning and cash flow managment.
We will work with you to plan for probate issues, survivor planning, revocable and irrevocable trusts, incapacity planning, business succession planning and family gifting strategies.
We can assist with Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds and Gift Annuities.
Through our strict valuation discipline combined with diligent macro-economic oversight our asset allocation focuses on capital preservation first.