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At Frehner Wealth Management, we provide expert assistance in the following areas:

Investment Management

  • In today’s ever changing market, responsible investing couldn’t be more important. With the multitudes of choices that need to be made regarding various investment options – all of which could have a drastic impact on your overall investment portfolio, proper investment management is critical in pursuing your financial goals, while at the same time seeking to protect you from potential losses.

Tax Strategies

  • Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. At Frehner Wealth Management we will help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with addressing your overall financial goals.

Wealth Planning

  • We’ll work with you to create a vision of the future you want for your family, and develop a long-term action plan for working toward your vision. The successful financial plan is a written plan but it doesn’t just sit in a folder; it’s a living set of short-term and long-term goals based on your unique values. We understand your needs and situations will change, and we’ll be there to provide guidance along the way.

Estate Planning

  • Upon death, you can leave your money to your family, your charities, or to the government....and you must choose two out of three. Our specialists will maximize the distribution of wealth to help meet your objectives. We will establish a comprehensive estate plan that leaves little to chance.

Risk Management

  • Don’t let the unexpected put a halt to your retirement plans. At Frehner Wealth Management, we’ll conduct a comprehensive review of your financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage.

Retirement Planning

  • The typical American will work an abundance of hours earning a living and building a nest egg, yet many spend only a few hours preparing for a successful retirement and distribution of assets to family and/or charities.

    Effective planning seeks to maximize the enjoyment of your retirement years. The choices you make today could determine how well you live during retirement.

    Whether you are planning for retirement or are already retired, we have the resources you need to help you make the right choices regarding investment alternatives, insurance coverages, tax reduction methods, and proper disposition of your estate at death.