Our Services
We provide a retirement income driven approach to a comprehensive financial peace of mind.
We provide ongoing wealth planning that integrates all of your financial goals:
- Estate Planning
- College Planning
- Retirement Analysis
- IRA's (multi-generation strategies)
- Insurance
- Endowments
- Family Foundations
Our planning strategies may eliminate and/or reduce your estate and income taxes.
- Income Tax
- Estate Tax
- Generation Skipping Tax
- Individuals
- Trusts
- Estates
- Businesses
Employer Compensation Strategies
- ISO, NQO and other Option Planning
- Deferred Compensation
- Restricted Shares or RSU's
- Defined Benefit Elections
- Defined Contribution Allocation
We Provide Professionally Managed Investments
- Stocks
- Bonds
- Mutual Funds
- Annuities with Guaranteed Living Benefits
- Exchange Traded Funds
- Private Money Managers
Our cost effective services will enable you to better manage your business.
- Financial Statement Preparation
- Analysis
- Consulting
Structured Settlements
Structured Settlements will protect you from dissipation and provide safe and secure benefits for you. For persons receiving a lawsuit settlement for physical personal injuries, there are numerous reasons to consider using a Structured Settlement.The American Bar Association and insurance industry claim with regard to lump sums:
• 30% are gone in two months
• 50% are gone in one year
• 90% are gone in five years
A Structured Settlement is similar to an immediate annuity that is generally tax free for plaintiffs. Lawyers may defer the taxation of their related fees if structured properly. Frazier Financial Advisors, LLC is uniquely positioned to advise recipients of these settlements and their lawyers.
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