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Can You Afford to Retire in 2024?

The longer you live the more you need to be prepared. A good financial plan helps you analyze your current situation, gives you a better overview of your financial security, and provides the foundation for creating the best strategy to work towards your goals.

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When you look to tomorrow, what do you see? At Fragasso, we will help you reach the tomorrow you want to create. With advice that is personalized and objective, our mission is to guide you through financial complexities so that you can have the peace of mind to pursue your life’s aspirations.

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Each of our clients has a dedicated team of financial professionals – focused on your goals, challenges and progress. Working together with our in-house portfolio management team, you will receive seamless investment management.

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Let Fragasso’s team of professionals provide you with transparent and proactive advice to equip you with the knowledge you need.

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Important Elements of an Investment Policy Statement, or IPS

As a non-profit, if your organization has been fortunate enough to partition some of your assets...

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Financial Literacy Month

April is Financial Literacy Month! Financial Literacy Month was created by the National Endowment for Financial...

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3 Tax Tips for Year-Round Planning

As we roll into the first few months of 2024, we enter everyone’s favorite time of...