If you are planning for retirement or have recently retired, Deborah Frazier can help give you the peace of mind that comes with having reliable, steady income for life. She will help you analyze your retirement needs and goals, build a foundation for dependable income, develop a withdrawal strategy, and monitor your progress, so you can maintain a lifestyle you enjoy during retirement.
The cornerstone of Deborah’s wealth management practice starts with the basic value proposition that the client’s interest must come first. She understands the first step in fulfilling this promise is to listen to a client’s needs, concerns, and financial issues – and listening to her clients is something Deborah does very well.Deborah provides wealth management and integrated retirement and estate planning services to corporate executives, successful business owners, and affluent individuals. She also works extensively with executives and professionals in the biotech and pharmaceutical industries.
Deborah believes the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given risk tolerance, time horizon, and financial goals.