Request Package Information

Yes, I would like more information, including pricing, on FRASER FINANCIAL’s Basic/Premium/Platinum/Customized Package.

Here is my contact information:

Name:

E-mail Address:

Phone Number:

Package:

More Information on:

And here are the areas of service in which I am interested:
	Preparation of a personalized Retirement Income Report
	Preparation of a personalized Education Savings Report
	Review-&-Revise Sessions with Planner (to be performed at least annually)
	Evaluation of all Individual Estate-Planning Documents and make specific recommendations based on the analysis
	Evaluation of all Personal Insurance Coverage/Policies and make specific recommendations based on the analysis
	Evaluation all Business Insurance Coverage/Policies and make specific recommendations based on the analysis
	Evaluation of all Business-Entity Books and make specific recommendations based on the analysis

Message

Enter the text from the box:

click for new code

Our Packages

Fraser Financial has 4 different packages to meet your financial services needs including Basic, Premium, Platinum and Customized.

How We Are Different

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.
Insurance professionals with over 100 years of collective experience.


"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.

375 W. Washington Stephenville, Texas 76401 | Phone: 254-965-3155 | Fax: 254-965-2645 | Email Us | Get Map

: Home :: About Us :: What is a CFP Professional? :: Financial News & Information :: Financial Tools :: Contact Us :: Packages :: Request Package Information :: Request Information :: Privacy :: Site Map

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.