Knowledgeable Experienced Proficient
Knowledgeable Experienced Proficient
The Targeted Portfolio Solutions (TPS) program provides a comprehensive framework for investors.
Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.
Retirement Planning
Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.
Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.
We can set up tax strategies and IRAs to receive contributions, transfers or rollovers of investment funds.
We offer financial planning and investment management services
We offer financial planning and investment management services
We can assist you and guide you with your financial investments at every stage of your life. We are an independent professional financial planning and investment management advisory firm serving Springboro, Lebanon, Centerville, Dayton and Cincinnati, Ohio. Our goal is to help you take control of your financial future. David Frazier is a Certified Financial Planner™ professional (CFP®), certified public accountant (CPA), and an experienced Investment Advisor Representative (IAR). David founded Financial Plan Advisors, after departing Morgan Stanley in 2002, to establish his vision of offering simplified financial planning and investment management in an unbiased, fiduciary and independent manner. While some firms may offer clients multiple persons of contact, David caters to clients by being their personal financial advisor and their single point of direct contact. As an independent financial advisor, with almost unlimited security options, he can suggest investment strategies aimed at wealth, and help clients to achieve their goals.
What We Do
- Financial Planning
- Retirement Planning
- Wealth Management
- Portfolio Management
- Investment Management
- Fee-Only Financial Planning
- Retirement Financial Planning
- Social Security Planning
- Financial Consulting
- Asset Management
- College Planning
- Estate Planning
- Risk Reduction
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Financial Planning
Retirement Planning
Wealth Management
Portfolio Management
Investment Management
Fee-Only Fiduciary Accounts
By planning your finances, you plan for the future.
By planning your finances, you plan for the future.
There is none better than a trustworthy CFP® Advisor to guide you thoroughly through the sequence of steps, provisions and elements to produce your custom family financial plan. Then your experienced CFP® Advisor can offer assistance, guidance and monitoring to you along the way to improve your chances for successfully achieving your retirement. If you want to check out how a knowledgeable CFP® Advisor can offer financial guidance and monitor your investment accounts, start by filling out our Contact Page.
Case Studies
Let’s See Our Latest Project
Let’s See Our
Latest Project
Retirement planning begins with your CFP® professional listening to you to understand your financial resources and your concerns about your money in retirement.
Case Studies
Let’s See Our Latest Project
Let’s See Our
Latest Project
Retirement planning begins with your CFP® professional listening to you to understand your financial resources and your concerns about your money in retirement.
Our Team
Behind Our Company
Behind Our
Company
Your dependable Certified Financial Planner™ to guide you toward your objectives and dreams with a simple financial plan.
Our Team
Behind Our Company
Behind Our Company
Your dependable Certified Financial Planner™ to guide you toward your objectives and dreams with a simple financial plan.
Testimonials
What Our Clients Says
What Our
Clients Says
Financial Plan Advisors is the kind of partner that you want to go into battle alongside. They are insanely responsive, right from the first stage.
The depth and breadth of their experience has been extremely helpful right from the start. The speed and responsiveness on time-sensitive opportunities.
Financial Plan Advisors are more than advisors- they are partners. They listen carefully and are a great sounding board, enabling faster decision making.
Virtual discussions and meetings
by appointment.
Check the background of this investment professional on FINRA’s BrokerCheck
Check other background credentials for this investment professional AdviserInfo CFP® CPA