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Investment Advice You can Rely On
The media is full of investment advice. A self-proclaimed insane person screams out stock tips on cable TV. Relatives tell you about the next “sure thing” investment. Your neighbor extols the virtues of real estate, while others swear by index funds or exchange traded funds. Mutual fund companies and investment firms urge you to trust them to invest your hard earned money. Insurance companies sell life insurance and annuities as their preferred investment
strategy.
Frontier
cuts through all the noise and hype. Our investment
plans and strategies are based on proven investment
fundamentals, not the latest investment fad. We offer
investment plans which are:
- Customized based on your goals and
situation
- Designed to meet your goals while minimizing
investment risk
- Based on independent advice, not
proprietary corporate self-interest
- Created in house by your own experienced
advisor
- Based on proven asset allocation strategies,
not the latest market fad
- Designed to keep expenses low, typically
using no-load or load-waived mutual funds
- Monitored and rebalanced on a regular
basis to keep the plan on track
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Consolidate
and Simplify your Life!!! After many job changes,
individuals often find themselves with many 401k
or IRA accounts held by numerous ex-employers and
brokerage firms. Scant attention is often paid to
these orphaned funds. We believe all your hard-earned
money should be monitored and managed. Bring your
statements to us, we can rollover
and consolidate all your old accounts into a single retirement plan,
based on a sound investment strategy.
401k
Management. We can review your 401k investment options
and build an investment strategy for use within that
plan. We can even implement, manage, and monitor,
and rebalance your 401k investments for you for a
small monthly fee.
Whether you are new to investing, or an experienced
investor looking to review and update your strategy,
let Frontier help you reach your financial destination.
Call or contact us for a FREE CONSULTATION.
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