FAQs

Q.

How do I keep track of my information?

A.

Your client portal and the Frazier Financial Advisors app.

Q.

Could I see a sample financial plan?

A.

Yes. We do not charge for an initial consultation.  And there is no obligation after your first meeting.

Q.

Will I be working with a team?

A.

Yes. You will be assigned a Primary Advisor. Your Primary Advisor is your main point of contact and involves other team members, depending on the question.

Q.

Do you see your clients often?

A.

On average, we see our clients 2-4 times a year and communicate by email and phone monthly.

Q.

What credentials do you have?

A.

Our team includes CFP® CFA EA CPA RPA along with many investment and insurance licenses.