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Financial & Retirement Planning

Comprehensive Financial Planning
Great Navigation
Begins with a Map

Comprehensive financial planning clarifies objectives and provides a foundation for strategies and solutions no matter the destination: Investment, Income Tax, Retirement, Education Savings, Estate and Legacy.

Advice Centered
We Guide. You Decide.

We offer an advisory relationship that begins with getting to know you and understanding your needs and wants along with your short-term and long-term goals.

Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation.

Some people have the time, talent, training and discipline to manage money well. Professional guidance makes a difference and creates value when one or more of those attributes is missing. As highlighted below, we help you make objective decisions and see those plans through.

Planning for the Future PLUS Implementation

FRA is experienced at developing personalized plans designed for a client’s individual and unique situation. After developing a tailor-made plan, FRA guides the most important phase of financial planning - implementation.

We also coordinate with your other professionals when necessary, such as your attorney and CPA, as we guide each step.

Examples:

  • Financial Planning (Accumulation Stage of Life)
  • Retirement Planning (Preserving Assets and Distribution Phase of Life)
  • College Savings for Children and Grandchildren
  • Strategies for Estate Planning, Wealth Transfer and Legacy Plans
  • Income Tax Planning Strategies

No system or financial planning strategy can guarantee future results. 

Holistic Approach
Retirement Planning

Retirement! The moment you’ve worked your whole life for is here or just around the corner. It's time to transform your nest egg into a reliable income for the next 20, 30, or even 40 years. We're excited to use our holistic approach to retirement planning to help you live the retirement you've always envisioned. At FRA, we believe it’s never too early to start preparing for retirement. Building financially healthy habits now will impact your future opportunities. Start your journey with a solid retirement roadmap.

One way to supercharge your 401(k) is with FRA’s BEYOND401(k).

Featuring BEYOND401k! 

 FRA's exclusive Beyond401k program strives to provide greater diversification, execute more effective risk management and enhance investor returns. Plus, you get retirement planning and advisory services with fiduciary accountability. Let us help you determine your plan options. Find out more below. 

Learn more about Beyond401k

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt.
It is designed to help your clients know the recipe for success in retirement.