Liz Frazier Peck (CFP®, MBA)
Liz Frazier Peck focuses in the
following client markets or areas of practice:
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
As a fee-only fiduciary financial planner, my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I provide asset management and comprehensive financial planning. Specialties include retirement planning, investment recommendations, college planning, inheritance, divorce and any other of life's stages or changes.
All engagements start with a free initial phone call where we’ll discuss your goals and see what path works best for you.
Additional Information
You can connect directly with Frazier on her website at lizfrazier.com or on her firm's website at frazierfinancialconsultants.com.
NAPFA Start Date
January 19, 2017
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