The Frontier Woman®
Understanding your needs because they are our needs, too
At Frontier, we focus on the diverse financial needs of every individual. With personalized wealth management services, we aim to address the specific concerns and aspirations of our female clients, fostering confidence for them and their families. Our experienced advisors are committed to empowering women to navigate wealth management with clarity and confidence, offering tailored solutions to help achieve financial independence.
Our custom approach, whether you’re an investor, business owner, professional, or stay-at-home parent, will help equip you with the necessary tools and support to attain your own financial objectives and help you feel more confident in your decisions.
We help women with a range of services that focus on building a strategy to safeguard and grow wealth for future generations.
FINANCIAL PLANNING
Personalized approach for your goals and aspirations
At Frontier, we develop comprehensive financial plans tailored to specialized goals and circumstances. We gain a thorough understanding of the financial situations, long-term objectives, risk tolerances and values through deep discussions with each of our clients. The plans we create address their specific needs and aspirations.
RETIREMENT PLANNING
Help navigating every stage along the way
We provide comprehensive guidance to help our clients through each step of their personal financial journey. At Frontier, we develop a roadmap for clients to help provide a secure and comfortable retirement. It takes into account factors such as Social Security, pensions, and healthcare costs, as well as clients’ special ideas about how they want to enjoy retirement.
INVESTMENT MANAGEMENT
Building a portfolio for growth
Our professionals craft and manage a diversified investment portfolio designed to help each client achieve long-term growth and stability.
TAX AND ESTATE PLANNING
Leaving a lasting legacy
We aim to protect your legacy and ensure that your assets are distributed according to your wishes with a carefully crafted estate plan and tax optimization techniques.
EMPOWERING THROUGH EDUCATION
Instilling confidence around financial decisions
We know that empowered women make empowered choices, shaping brighter futures for themselves and those around them. Just ask us. Our experience and access to tools and information, help us to equip our female clients with what they need to navigate life’s twists and turns with assurance and resilience. Through educational workshops, seminars, and one-on-one coaching sessions, we help instill the confidence needed to make informed financial decisions. Our goal is to provide guidance, personalized solutions, and unwavering support every step of the way.
Get your life plan started today.
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
This firm is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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