Confident Choices, Lasting Clarity.

Your financial goals aren’t one-size-fits-all and your plan shouldn’t be either. Frandsen Investment Services advisors craft clear, customized strategies designed to grow your wealth, protect your future, and give you confidence at every stage of life.

Investment Products & Services

Individuals & Families

Enjoy the present while building a legacy that lasts long after you’re gone.

Education savings
Investment strategies and management
Retirement and portfolio planning
Insurance strategies
Estate and legacy planning

Retirees

Protect your income, preserve your lifestyle, and enjoy the years ahead.

Cash-flow management
Tax-efficient strategies
Pensions and benefits
Long-term investment strategies
Healthcare & insurance coverage consulting

Business Owners

Keep your cash flow strong, your goals on track, and your exit strategy clear.

Business cash flow and succession planning
Employee retirement plans
Risk management
Charitable giving strategies

Our Approach

Financial Planning Process

Goal-setting sessions and reviews include discussion about your budget, Social Security, taxes, cash flow, estate plans, investments, life and health insurances, and all sources of income.

Initial Consultation

You'll meet with your advisor to discuss your unique goals and objectives.

Gather Data

Your advisor will request and review your financial information to help develop a personalized plan.

Develop Plan

Your advisor will analyze your current situation, your goals, and develop comprehensive solutions.

Review Plan

You will meet with your advisor to review your plan and discuss the recommended strategies.

Implement & Manage

Your advisor will work with your financial team to execute your plan, as well as monitor and update periodically.