Financial Resource Advisors
FINANCIAL PLANNING / SERVICES
Financial Resource Advisors (FRA) has provided client-focused financial services since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. Our service is personal and we understand the challenges families and businesses face.
We offer an advisory relationship that begins with getting to know you and understanding your needs and wants along with your short-term and long-term goals. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation.
Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.
- Experienced at developing personalized plans designed for a client’s individual and unique situation
- Investment management for all types of accounts and tax status
- Advisory services to employer sponsored retirement plans, such as 401(k) plans
- Advice and financial analysis for projects, business planning and transition planning
- Analyses and options to reduce and transfer risks
Investment Advisor Representative Managing Partner
- Phone: (319) 232-6122