Services | Frazier Wealth Management

Is your portfolio at the appropriate risk level for your comfort  AND  your financial plan needs?

Risk management is the process of analyzing exposure to risk and determining how best to handle that exposure. Potential tools include life insurance, disability insurance, long-term care insurance, and annuities.

We help our clients identify their risk and find alternatives to efficiently managing those risks. Risk management is paramount to building and maintaining wealth.

There are five keys in the risk management process: Identification, Measurement, Treatment, Implementation, Monitoring.

Investment management is the professional management of various securities (equities, bonds, fixed income, real estate, cash, etc.) to help meet specific goals for the benefit of the investor.

Investment management has the purpose of achieving some sort of desired outcome and controlling investment exposure to risk while keeping a client's goals and values in mind.

As markets change, it is important that investment management strategies are flexible to constantly align risks and opportunities with the varying market conditions.

As a business owner, you have the power to make choices when it comes to your retirement savings.

Simple IRA, SEP IRA, 401(k), Defined Benefit Plan... or maybe just stick to the individual savings options...

Our goal is to assist small and mid-size businesses in understanding and identifying their retirement plan needs, creating solutions to fulfill those needs, and providing an unmatched level of ongoing service for the organization and their employees.

There is no guarantee that any investment will achieve its investment goals. Investment return and principal value will fluctuate.


Category: Wealth management

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