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Taxes and Your Board of Directors

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 Read more

Estate Plans: A Part Of Your Financial Health

Estate Plans: A Part Of Your Financial Health Estate plans are not a simple “set it and forget it” set of documents. It needs to… Read more Read more

Life Insurance & the Client Experience

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. Read more

The Client Experience

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 Read more