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.
Reviewing your estate plan and working with your attorney if necessary to update and modify as needed.
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
Help set realistic, achievable savings goals and a lifestyle to "enjoy the journey".
We can work with you to help protect assets against financial loss due to death, disability or personal liability.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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