Financial Planning
One Plan. One Relationship. Every Aspect of Your Financial Life.
Financial planning isn't a series of isolated decisions. We help coordinate your investments, taxes, retirement, estate planning, business interests, and charitable goals into one thoughtful strategy. We help you evaluate strategies that support your priorities today while being mindful of tomorrow.
Our Approach
Transforming goals into strategy.
Our personal financial planning services include more than retirement projections or investment selection. It's a comprehensive understanding how one decision impacts another with the ultimate goal of aligning all facets of your financial and emotional life.
We create comprehensive strategies that coordinate your investments, taxes, estate planning, insurance, cash flow, education funding, charitable giving, and long-term objectives into one cohesive plan.
It's a dynamic process. As your needs change, we continue to review and refine your strategy to ensure your plan is moving in the direction you desire.
A More Comprehensive Approach to Planning
We take on the role of your financial advocate bringing together the key components of your financial life into one coordinated action plan.
Wealth Building Quiz
How Strong Is Your Financial Strategy?
Even successful investors can overlook planning opportunities as wealth becomes more complex. Take this brief assessment to uncover planning opportunities across investments, taxes, estate planning, and gifting strategies.
One Advisor. Collective Expertise.
Every prospective plan is reviewed by multiple advisors, portfolio managers, analysts, and specialists across our firm. Because our team collaborates—not competes—every recommendation benefits from the collective experience of the entire organization.
Fee Transparency
A singular fee reflects the depth of planning, coordination, and fiduciary care required to help families steward wealth thoughtfully across generations.
Tax, Estate & Legacy Planning
Because these areas are interconnected, they are included in our fee and plan. Decisions in one part of your financial life often influence many others.
Ongoing Plan Reviews
Your financial plan isn't static. We review and refine your strategy as your goals, finances, and circumstances change.
Fragasso Planners
Meet Your Financial Planning Team
Frequently Asked Questions
Learn more about our approach to comprehensive financial planning.
Our financial plan starts by defining where you are today and where you want to be tomorrow. From there your are presented with an integrated strategy inclusive of investment management, retirement planning, tax strategies, estate planning coordination, insurance analysis, education funding, charitable giving, cash flow planning, and other recommendations based on your unique needs.
Discover the possibilities for your financial future.
Whether you're planning for retirement, seeking to preserve your wealth, or in need of a more coordinated approach to wealth management, we're here to help you build a strategy designed specifically for you.