Families
Family is a theme that permeates everything we do at Frisch Financial. First and foremost, we take a family-focused approach to financial planning. We understand that you have worked hard for your accumulated wealth, and want to leave a legacy for generations to come. Frisch Financial’s wealth management team is with you every step of the way to carry the legacy forward and help with multi-generational planning.
Retirees
You have worked hard… now it’s time to sit back, relax and let Frisch Financial guide you through a comfortable retirement. You will have peace of mind knowing that Frisch is here to manage your cash flow through retirement and maintain your risk adjusted, tax efficient portfolio. We will also assist with your legacy planning and philanthropic giving strategies.
Women
Women have some unique financial considerations including a longer life expectancy than men, facing a wage gap in the workplace, and typically bearing more responsibility in caring for children and aging parents which can reduce time in the workplace and earning capacity. When juggling so many daily responsibilities, personal finances often get pushed down on the priority list. Frisch Financial provides education so that women can be proactive in building their best financial futures. We work together in creating your financial roadmap so that financial independence and peace of mind is attainable.
End of Life Planning
Frisch Financial provides the guidance and support for anyone dealing with end-of life planning, an aging family member or a terminal illness. Many financial decisions need to be made at this time including important implications for your family. We add compassion with our expertise to lead you and your family through this difficult time.
Widows/Widowers
You have experienced the devastating loss of your spouse or partner. Frisch Financial can help navigate this extremely difficult time. We are there to discuss all of your financial questions. We can help you handle the administration of the estate and assist you in making informed financial decisions. With our guidance you will get financial clarity and peace of mind.
Business Owners
As a business owner, it’s very difficult to separate your personal finances from those of the business… they can be intricately intertwined. At Frisch Financial, we have the training, expertise, and credentials to help you make informed decisions about both your business and your personal financial situation.
Business Executives
You’ve reached the top of the corporate ladder. Your company has rewarded you with stock, options, SARs, restricted stocks, phantom stock, RSUs, ESPPs, ESOPs and/or deferred compensation…which requires planning to maximize your reward. Let Frisch Financial help you with tax planning and concentrated stock position strategies to guide you to a secure financial future.
Trust/Trustee
Frisch Financial can assist trustees with the appropriate investment management, tax planning and distribution strategies. A knowledgeable advisor can help take some of the responsibilities you have as a trustee off your shoulders. We will also help you follow all of the Grantor’s wishes outlined in the trust document.
ESG Investors
You are passionate about your values and want your investments to reflect your personal beliefs. Frisch Financial’s customized ESG portfolios are built to reflect each investor’s passion in order to make a positive impact in the world. ESG investing incorporates:
- Environmental Criteria – which looks at how a company performs as a steward of their environmental risk control
- Social Criteria – which looks at how a company manages its business and employee relationships
- Governance Criteria – which looks at a company’s leadership, executive pay, board members, overall transparency, internal controls, and shareholder’s rights.
