Denise C Frazer

You've worked, saved, sacrificed for decades and now your retirement is on the horizon. Perhaps you are already living your "no work" or "optional work" lifestyle. Or maybe a life event has made you the steward of assets and you'd like guidance in making wise decisions. No matter which situation, this season of your life calls for advanced strategies centered on projecting income, preserving wealth and being tax-efficient, just to name a few.

My team and I specialize in crafting these custom strategies for clients who prioritize preserving their wealth long enough to serve themselves, their families and/or cherished causes...