fron•tier / frən-‘tir / noun
WHAT WE DO
Evolving beyond the traditional investment-focused service model, Frontier focuses on all facets of our clients’ financial lives. Retirement Planning, Tax considerations, Legacy Planning, Investment Management and more are all interconnected elements that impact our plans for the future. Frontier’s comprehensive view enables us to build a clear plan that puts these elements in harmony.
WHY WE DO IT
Everyone deserves to feel confident in their future. Everyone deserves to find meaning in how they spend their time, energy, and talents. We get the same confidence and meaning out of working with our clients that they do when planning for their future. This is our life’s work, and these investments continue to compound over time.
NO HIDDEN FEES, NO SUPRISES
As a fiduciary, transparent fees are crucial in building trust and fostering strong client relationships. By clearly outlining all costs and charges associated with our services, clients can make informed decisions about their financial goals and understand the value they receive.
HOW WE DO IT
Every Frontier client has a team of credentialed professionals working on their behalf. We first seek to understand your circumstances and priorities and use that information to begin building a plan for your future. Advisors will help guide you and ensure you stay on track, portfolio managers will build and implement a portfolio, financial planners will analyze and refine the plan along the way, and other valuable members of the team will work together to strive to continue to deliver a gratifying service experience.
Deliver actionable financial plans and ongoing organization, education, and accountability
Bring friendly and reliable client service to ensure day-to-day needs are met
Introduces a wide breadth of solutions to help achieve client specific goals
Responsible for security selection and daily portfolio management
Provide tax, legal, private banking, insurance, and other trusted services
Maintain a dedicated level of client service throughout the customer experience