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Should you have an independent and fiduciary Certified Financial Planner™?

The answer is a resounding — YES! We at Frontier Wealth Strategies believe everyone should, but the reality is people don’t normally seek out a CFP®. It may be the fear of cost or just lack of knowledge that keeps individuals from seeking the advice of a highly trained, experienced professional. Well, we want to change that — starting with you!

We live in a global economy and a complex world where the responsibility is becoming increasingly dependent on the individual to oversee their own financial destiny. You don’t have to do this alone. Now, more than ever, you need assistance with your financial planning – and you should find someone you can trust, who cares about you, and is passionate about you obtaining financial wellness.

 
 
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Customized Financial Planning

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

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

 
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Independent Fiduciaries For Our Clients

At Frontier Wealth Strategies we believe every individual deserves to work with a fiduciary no matter where you live in the world, or what stage of life you are experiencing. We are an independent Registered Investment Advisory firm who is bound to serve as fiduciaries for our clients. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice.

We are all licensed Certified Financial Planners™ who follow a strict guideline as to the rules of engagement and learning about our client’s goals, risks and desires. Our aim is to protect your assets by mitigating risk, while providing returns to allow you to live comfortably and pursue your passions.

We can take the most complex situation and turn it around so it’s simple to understand and clearly lays out what you need to do to you achieve your financial goals.

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