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Financial Planning/Wealth Management Process
Frye Financial Center will provide you with a state-of-the-art, interactive, constantly updated plan and your own personal financial planning website.
By developing a Financial
Plan/Roadmap, you and your family will:
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1. Establish your "NUMBER" and liquidity needs; clarify your financial goals
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2. Review and gain a better grasp of your current net worth and finanical situation |
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3. Receive a comprehensive analysis, projection and strategic action plan; Debt and risk, income, expenses, insurances, assets, savings ratios, inflation rates, interest rates, major costs, etc. will all be factored into the analysis. |
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4. Receive a customized retirement income projection, feasability studies and gap analysis. |
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5. Develop a schedule of priorities and implementation strategies to help pursue your goals. |
Learn
more about how our unique Financial
Organizer© binder can help simplify your
life!
Getting
started with your personal roadmap
Your financial/investment success is an ongoing process
and we believe that you will benefit greatly from the
expert guidance of our knowledgeable and trustworthy
team. The sooner you begin your planning process the
greater your chances of reaching your goals.
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