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Call: 254-965-3155
"Creating Firm Foundations for
   Families and Small Business"
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Financial Services Packages


Basic Package - Click here to submit request for more information including pricing
  • Prepare a personalized Retirement Income Report
  • Evaluate all Individual Estate-Planning Documents and make specific recommendations based on the analysis
  • Evaluate all Personal Insurance Coverage/Policies and make specific recommendations based on the analysis
Premium Package - Click here to submit request for more information including pricing
  • Prepare a personalized Retirement Income Report
  • Prepare a personalized Education Savings Report
  • Evaluate all Individual Estate-Planning Documents and make specific recommendations based on the analysis
  • Evaluate all Personal Insurance Coverage/Policies and make specific recommendations based on the analysis
  • (1) Annual Review-&-Revise Session with Planner
Platinum Package - Click here to submit request for more information including pricing
  • Prepare a personalized Retirement Income Report
  • Prepare a personalized Education Savings Report
  • Evaluate all Individual Estate-Planning Documents and make specific recommendations based on the analysis
  • Evaluate all Personal Insurance Coverage/Policies and make specific recommendations based on the analysis
  • Evaluate all Business Insurance Coverage/Policies and make specific recommendations based on the analysis
  • Evaluate all Business-Entity Books and make specific recommendations based on the analysis
  • (3) Annual Review-&-Revise Session with Planner
Customized Package - Click here to submit request for more information including pricing
"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.		 CFP
375 W. Washington Stephenville, Texas 76401 | Phone: 254-965-3155 | Fax: 254-965-2645 | Email Us | Get Map
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Fraser Financial is a financial-planning divison of Fraser Agency, Inc., an independent insurance agency. Carey Fraser, J.D., CFP®, is an insurance agent duly licensed by the Texas Department of Insurance and an owner of Fraser Agency, Inc. He is also a licensed and practicing Texas attorney and is an owner of Fraser, Wilson & Bryan, P.C. Neither Fraser Financial nor Carey Fraser, J.D., CFP®, provides tax or investment advice.