At Fragasso Financial Advisors, every interaction and decision are guided by your goals.
Retirement goals look different to everyone. We all have unique time frames, family responsibilities and personal definitions of a comfortable retirement. You may be focused on your legacy, traveling or simply the reassurance that you won’t run out of money. There are many things to consider.
Your money. Your plan. Your future.
Your financial success hinges on identifying and accessing investment management and financial planning specifically structured to address your unique needs.
We start by listening to your hopes and the worries that keep you awake at night. Then we work with you to clearly define your goals and the obstacles that may potentially get in the way. Through this process, the result is a personalized Dynamic Wealth Plan that serves as the guide to help you address concerns of:
- Financial preparedness and retirement income sources
- Inflation and market volatility
- Preparing for your longevity
- Planning for the unexpected and protecting your loved ones
- Tax planning strategies
- Medical/Personal Care