Understanding Today's Financial Environment
Fraser and Associates understands that many of us face challenges as we prepare for the future. We can help take the mystery out of preparing for tomorrow, today. Whether your goal is preparing for retirement, college savings or estate strategies, our personalized services focus on your financial goals and objectives.
Our professionals have years of experience in financial services. We can help address the needs you have today and for many years to come. We look forward to working with you through the various stages of your life.
Helpful Content
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
View all articles 
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Saving for College 101
Here’s a crash course on saving for college.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?