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Fross Featured Video Featured In: Women and Retirement

Private Wealth Management For Select Individuals

At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Estate Planning

Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.

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Tax Planning

Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.

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Investing

Develop a personalized portfolio that helps protect your assets and work towards your financial goals.

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Wealth Preservation

We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.

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Lifestyle Planning

Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".

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Insurance Planning

We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.

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Using smart management to get more of what you want and free up assets to invest.

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