We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors… Read more
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a… Read more
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs… Read more
We, at Fragasso Financial Advisors, have been solidifying our client experience over the last half of 2017. Through that process, we have identified one of the most important components of your Dynamic Wealth Plan: life insurance.
The Client Experience
The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more