Our Financial Services

OUR SERVICES

Our Services

On the other hand, providing financial planning without offering investment management is like handing you a text book and asking you to do brain surgery…on yourself.

Believe it or not, there are many financial advisors who only do a small piece of the puzzle. Investment managers who don’t care about anything other than the money you give them and financial planners who don’t provide any help implementing the plan they help you create (or only help you with a small part of it like insurance). That’s not going to give you the best results.

At Frisch Financial Group, we believe that investment management and financial planning are inherently intertwined; you really cannot do one without the other. As a result, we take a holistic approach in working with our clients.

Further, we take no action with our clients’ finances until we know they understand what we are recommending, why we are recommending it, and how it will work. We don’t leave our clients in the dark to “blindly trust us”. Transparency and communication are the bedrocks upon which our services are built.

Taken together, investment management and financial planning equal wealth management – and you don’t need to be a Bill Gates to need wealth management.

The bottom line is that as a client of Frisch Financial Group, we will help you create the map to the life of your dreams as well as keeping the car in top working order while you make the journey.

How We Do It