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ABOUT US

OUR APPROACH

The professionals at Frumkin Financial Services believe in a needs based approach to help you develop your financial strategies. Let us help answer your financial questions and develop a plan that’s focused on helping you work toward your goals.

Discovery Process

01

Discovery
Process
Develop Financial Strategy

02

Develop Financial Strategy
Financial Strategy Meeting

03

Financial Strategy Meeting
Executive Financial Strategy

04

Execute Financial Strategy
Follow Up Meeting

05

Follow Up
Meeting
On-Going Reviews

06

On-Going
Reviews
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