HomeServices OverviewCase StudiesA Mother and Successful Owner of a Luxury Spa with Three Locations

A Mother and Successful Owner of a Luxury Spa with Three Locations

 

Her financial objectives include business finances, retirement planning and college-expense planning.

Managing her business is her job. Managing finances is ours. There are certain actions that need to be put into motion so that she can provide for her children’s college educations and her retirement.

Too busy to acquire and practice the financial skills she requires, she seeks professional help.

She decides to attend a Fragasso Financial Advisors financial planning seminar. The workshop is comprehensive and informative. She is impressed by the attention to detail with which Fragasso Financial Advisors speakers address each issue. Their extensive experience, combined with their logical, historical approach to financial strategy, earn her respect.

She decides to make an appointment with Fragasso Financial Advisors soon thereafter. Two years later, she is still impressed. Her phone calls are always returned on the same business day and, as a business owner, she knows first-hand how difficult that kind of extreme responsiveness is to accomplish.

The personalized attention she receives, coupled with the team approach with which Fragasso advisors address all of her financial concerns, is reassuring. Her resources are not limited to one financial advisor, but rather to a team of experienced, knowledgeable professionals within the firm.

Fragasso Financial Advisors approaches every task with unparalleled thoroughness, integrity and competence. She feels confident now that she and her family are being guided toward their best financial futures.

Responsive Menu Image