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Case Studies

Discover individuals and organizations like you that have worked with Fragasso and how we have helped them with their financial challenges.

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A Married Couple, Close to Retirement

A Married Couple, Close to Retirement Their financial objectives is retirement planning. They begin searching for an investment management firm. Many of the financial firms… Read more

A President of a Privately-Owned Human Resources Company

A President of a Privately-Owned Human Resources Company Her financial objectives include personal finance and retirement planning. She makes the resolution to get her financial… Read more

An Attorney at a Prominent, National Firm Who Is Also a Father

An Attorney at a Prominent, National Firm Who Is Also a Father   His financial objectives include retirement and college-expense planning. In the late 1990s,… Read more

A Professional, Wife and Mother

A Professional, Wife and Mother   Her financial objectives include retirement and college-expense planning. She knows there are many financial concerns she and her husband… Read more

President of a Family-Owned Electrical Contracting Company

President of a Family-Owned Electrical Contracting Company   His financial objectives include his employer plan and retirement planning. He realizes that the financial firm managing… Read more

A 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… Read more

Medical Services Nonprofit Addresses Vulnerabilities

Medical Services Nonprofit Addresses Vulnerabilities   For nonprofit boards and senior staff, fulfilling their fiduciary responsibility is critical to the success of the organization. In… Read more

Executive Director of a Steel Industry Trade Organization

Executive Director of a Steel Industry Trade Organization   His financial objectives include an employer plan and retirement planning. He realizes that the investment recommendations… Read more

B2B Company Owner Enhances Retirement Program

B2B Company Owner Enhances Retirement Program   An owner of a B2B company with 25 long-term employees had a 401(k) plan with a low-cost provider.… Read more

An Investor Who Was Unsure about His Current Financial Planning Relationship

An Investor Who Was Unsure about His Current Financial Planning Relationship   Imagine the person you trust to manage your money loses tens of thousands… Read more

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