Multigenerational Families
Refining plans along the way
Just like families, no two financial plans are alike. We know that without clear expectations and specific written goals, the average investor may unwittingly take on unnecessary market risk. For many investors, “financial planning” can become a synonym for simply investing for maximum returns.
At Frontier, our most successful clients embody a proactive and goal-oriented mindset. They understand the value of a strategic approach over short-term market trends. These clients prioritize stability and sustainability over fleeing market fluctuations, understanding that wealth accumulation is a gradual and continuous journey. In partnership with their advisory team, we help these clients build resilient portfolios designed to help accomplish their personal goals.
Frontier’s professionals have the training, experience, and capabilities to ensure that all considerations of your future life goals, wealth transfer plans and future expense levels can be coordinated in a single comprehensive way.
We help multigenerational families with these financial and life planning services.
INVESTMENT MANAGEMENT
Custom portfolios based on experience
Whether establishing a new investment plan or maintaining an active program, we are ready to help you meet your financial goals.
FINANCIAL PLANNING
Roadmap for future generations
Our services include retirement planning, insurance suitability review, tax planning, educational planning and cash flow management.
ESTATE PLANNING
Legacies that last generations
We will work with you to plan for probate issues, survivor planning, revocable and irrevocable trusts, incapacity planning, business succession planning and family gifting strategies.
CHARITABLE PLANNING
Support your meaningful causes
We can introduce you to solutions that establish a tax-efficient legacy of giving through private or community foundations, charitable remainder trusts, donor-advised funds, and gift annuities.
UNITING GENERATIONS
Bridging the Gap
Families can share valuable knowledge, experiences, and resources. Older generations can offer wisdom and guidance based on their life experiences, while younger generations can bring fresh perspectives. This intergenerational collaboration not only helps to strengthen family bonds but also assists the transfer of financial literacy and responsible wealth management practices across generations. It empowers individuals to make informed decisions, build resilience against financial challenges, and work together towards long-term prosperity for the entire family.
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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