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What are your priorities? Whether you are looking for investment solutions, planning your finances, or estate strategies, Frontier can help you move ahead.

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FRONTIER, FEATURED ARTICLE

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Recently featured in Forbes, Fortune and Bloomberg Businessweek, Frontier strives to deliver a personalized experience and solution to each client for all of their financial needs.

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BROADEN YOUR PERSPECTIVE WITH FRONTIER

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Discover how Frontier Investment Management Company can help you maintain, manage and maximize your wealth. Our new brochure provides an introduction to our deeply resourced suite of investment solutions, as well as an overview of our financial planning and estate planning capabilities.

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LET FRONTIER INVESTMENTS BROADEN YOUR REACH

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Discover how our Investment Committee, which is comprised of three proven portfolio managers, can help you gain greater access to the universe of investment possibilities. Each of these professionals bring their best ideas to the Committee for vetting, debate, and discussion before making portfolio decisions. When the time is right, you can fully integrate your personal portfolio with other comprehensive financial and estate planning resources available to you from the professionals at Frontier.

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SIX STEPS TO A SUCCESSFUL FINANCIAL PLAN

By: Eric C. Kordsmeier, CFP®, AEP® and Scot D. Jackson, CFP®, CPA

financial-planning

Don’t wait until you’re in the middle of a financial crisis before beginning the planning process. The sooner you start, the more options you may have.

Consider taking these six steps toward building a sound financial plan. If you do, you will find you greatly increase the odds of achieving your goals over both the long-term and the short-term.

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“WHAT DO I DO NOW?” ESTABLISHING YOUR LEGACY

By: Eric C. Kordsmeier, CFP®, AEP® and Thomas B. Walsh, CFP®

estate-planning

Transition planning covers a wide range of major events that can involve many happy moments; such as marriage, the birth of a child, starting a new business or beginning a comfortable retirement.

Transitions also inevitably involve end-of-life scenarios. Our guide can help you cope with the emotional challenge of putting an estate plan in place before time runs out.

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NEED A PORTFOLIO FOR ALL MARKETS?

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It’s a fact; today’s global events can create sudden, unexpected risks in our macro-economy.

Discover how our TRS Absolute Value portfolio can help you weather multiple scenarios regardless of interest rate directions, economic growth and other factors.

Individuals and institutions alike can utilize TRS as an alternative vehicle to complement indexing or relative-value strategies, or as a complement to a traditional blend of stocks, bonds and mutual funds.

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