Allie Frase's Contact Details

Allie Frase's Company Details

Financial Strategies Group, Inc.

Okemos, MI, US • 20 - 49 Employees
Financial Services

Our goal is to bring peace of mind to our clients through the confidence that they are protected and prepared for their financial future. We approach financial planning with the idea that the whole picture matters. This holistic approach means we take the time to listen to our client's goals, worries, and priorities. It means we have the knowledge to create a comprehensive plan for the expected and unexpected adventures of life. Our services include investment management, retirement planning, estate planning, social security planning, wealth management, insurance planning, business planning, tax strategy development, financial education, and decision support.With offices in Okemos, Northville and Flint Township, Michigan, we have many different client types; retirees, pre-retirees, business owners, families, medical professionals, and more. Additionally, we have extensive experience and are uniquely qualified to to handle current employees or retirees of the following organizations; State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy and Ford.Feel free to contact us if you are interested in learning more or have questions, 800-804-0420Financial Strategies Group, LLC, is a Registered Investment Adviser. Financial Strategies Group is an independent, fee-based Registered Investment Advisor. We offer wealth and investment management services, financial planning, and insurance solutions to our clients. No advice may be rendered by Financial Strategies Group, Inc unless a client service agreement is in place. For more information, please contact us at 1-800-804-0420