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How FRONTIER helps our clients:

We live in a global economy and a complex world. The onus will increasingly be on the individual to be in charge of their own financial destiny.

The events over the past few years have shown that financial institutions have not had their clients’ interest at heart. This justifiably has led to inertia on clients behalf because they do not know where and whom to turn to in order to get solid and unbiased advise.

Now, more than ever, people need assistance with their financial planning - and they need it from someone they can trust and who has their interests at heart.

FRONTIER delivers just that!

As independent CERTIFIED FINANCIAL PLANNER™ professionals we offer customized financial planning.

Clients' deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide.

Our client services include, but are not limited to the following areas:

  • Financial Planning
  • Executive Planning
  • Retirement Planning
  • Investment Strategies
  • Tax Strategies°
  • Protection Planning; such as Life, Disability Income & Long Term Care
  • Estate Planning°

°Neither Frontier nor its representatives provide tax services or legal advice. Clients should consult their tax or legal advisor concerning their specific situation.