"Cost Is Only Relevant in the Absence of Value" - Nick Murray
What We Do Best
Frolicstein Financial Wealth Management is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I maximize the return on my investments while reducing risk?
How can I "inflation-proof" my investment income?
Do I need disability insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs.
We provide a full range of financial services to individual investors, including:
Wealth Management
Professionally Managed Portfolios
401k Plans
Risk management
Investment planning
Group Employee and Employer Benefits
Retirement planning
Estate conservation
College funding
Rollovers from retirement plans or IRA plans.
Fee Only Financial Planning available.
We also provide business financial services, including employee and executive benefits.
Frolicstein Financial Wealth Management is committed to you for the long term.