Welcome to Fraser Financial

Welcome to Fraser Financial

We are your one-stop-shop for risk-free, holistic financial planning.

Here at FRASER FINANCIAL you not only have access to a Certified Financial Planner Professional, but you also have access to licensed and practicing Texas attorneys with over 40 years of collective experience in their field as well as insurance professionals with over 100 years of collective experience in their field.

What We Can Offer You:

For every client we serve, FRASER FINANCIAL will:

  • Work with you to establish financial and personal goals and create ways for you to achieve them
  • Evaluate your financial well-being with a thorough analysis of your assets, liabilities, income, estate-planning documents, investments and insurance
  • Identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths and reduces your financial weaknesses

At Fraser Financial, we give neither tax nor investment advice. Instead, we will team up with your tax and investment advisors to create a plan that meets your needs.

We look forward to creating a firm foundation for you, your family and your business.  Thank you for visiting our website. We specialize in Estate Planning, Asset Protection, Retirement Planning, Insurance Coverage Analysis, Educational Planning, Legal Analysis, & Personal Finance Planning.

 

"We look forward to creating a firm foundation for you, your family and your business. Thank you for visiting our website."
Carey Fraser, J.D., CFP | Licensed Attorney in Fraser, Wilson & Bryan, P.C. | Licensed Agent in Fraser Agency, Inc.
Have a question? We're here to help.
Contact Us