When All You Need is a Little Direction.

Some people need advice focused on a particular aspect of their financial life. Others want comprehensive planning, but do not want an advisor to manage their investments or provide investment or insurance products. We will gladly accept such clients on an hourly fee basis, similar to the way you would pay an attorney or an accountant for their time.

Our clients often come to us for advice on the following issues:

  • Retirement Planning
  • Financial Second Opinions
  • Investment Advice
  • 401k Advice
  • Saving for College
  • Spending and Debt Management
  • Planning a Home Purchase
  • Starting a Business
  • Tax Planning
 
Simply call us and explain your situation. We will provide an estimate of the number of hours needed to adequately understand your situation and make recommendations. Many issue-specific situations can be resolved in a 2-hour initial consultation. We will deliver to you a specific action plan explaining how to proceed on your own. We can also offer retainer arrangements to provide for ongoing advice.

Enjoy the peace of mind that comes from sound professional advice. Call us to discuss your situation today!

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Advisory services are offered through Frontier Financial Planning & Cap. Mgmt., Inc a Registered Investment Advisor. All securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600 Frontier Financial Planning & Cap. Mgmt., Inc. is neither an affiliate of, nor controlled by, CFD Investments, Inc.

Frontier Financial Planning & Cap. Mgmt.,Inc.
322 Courtyard Drive, Hillsborough, NJ 08844, Toll Free: (877) 398-8318 Tel: (908) 725-9001 Fax: (908) 725-3715

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