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Our Services

Services

We offer comprehensive financial planning and wealth management services, as well as investment and insurance that are designed to help you reach your short- and long-term objectives.

We know that if you are considering a new investment vehicle, it can be unsettling. But learning anything for the first time is sometimes a question of learning the language. We believe we have extensive financial knowledge that would benefit you, and we can help you learn it. Through our meetings either in person or on the phone, we hope you will see how our services help you learn as you grow.

We take a step-by-step approach to make sure you are comfortable with our recommendations. As we build your financial plan, and move you from wealth building to wealth management, we provide a variety of services, and hope you see them as welcome signposts on your journey to financial freedom.

  • Investment Counseling
  • Insurance Recommendations
  • Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Tax Planning with your Accountant and/or CPA*
  • Cash Flow Management
  • Liaisons to Attorneys, CPAs, and other Specialists

*Tax and legal advice are not offered through Friese Financial Advocates, Inc. or AIC.