FWM-meterWhile assisting clients with investments is an integral part of what we do, there is nothing more important to us than making sure investment decisions are made in concert with a comprehensive plan. As part of our service offering to our individual/family clients, we’ll build you a complete and customized financial plan that is revisited and updated frequently.

Unlike many other wealth management firms or financial planners, Frontier doesn’t charge for this service. We believe that in order for us to accurately assess your situation and offer the best advice, we must know the whole picture. In order to achieve this understanding, a financial plan is an integral part of the process.

With multiple moving parts and unique circumstances in each family situation, breadth of expertise is important. Frontier has built the team of specialists to help offer advice and solutions. We ensure all aspects of the plan are addressed, including wealth management, estate planning, tax strategy, risk management, retirement, education, and charitable giving.

Financial Planning Questionnaire (PDF)


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