EPIC WEALTH PLAN

Embark on an enlightened journey to financial mastery, where your wealth aspirations meet the precision of strategic planning and the innovation of modern finance. In this realm, the artistry of crafting your financial future is celebrated, inviting you to explore the full spectrum of possibilities that your assets can realize.

Guiding you through the complex landscape of wealth management is Doug Frawley CFP®, CPA, MBA, a seasoned architect of affluence with years of experience overseeing multimillion-dollar portfolios. His track record includes the diligent management of client assets totaling a quarter billion dollars, a testament to deep-seated trust and a history of achievement. 

This service transcends traditional financial advisory offerings—it's a quest for empowerment and education.  With the sophisticated capabilities of Money Guide Elite, including My Blocks™, clients are provided with the freedom to explore a multitude of financial situations.  From envisioning a prosperous retirement to managing the intricacies of long-term care, all in a stimulating and interactive environment. 

While the core mission is to illuminate the path to your financial pinnacle, the ethos of this practice is reinforced by a steadfast commitment to integrity and a proactive defense against fraud. This dedication is showcased by my role in founding Fraud Warriors Inc, a nonprofit effort focused on the financial community's protection from deceit. Even as we anticipate making a more significant impact once our tax-exempt status is recognized, the tenets of vigilant defense and ethical guidance are already deeply woven into every aspect of our advisory services.   Learn more at www.fraudwarriors.org. 

Engaging with our services isn't just about charting a plan; it’s about setting sail on a grand voyage toward remarkable achievements. Our guidance is inspired by the stars of your financial dreams, charted with the compass of our proficiency, and fortified by our resolute principles. As we venture forth together, we pledge to not only pursue your envisioned future but to honor and appreciate every step of our joint expedition.

Learn more about Money Guide Elite My Blocks™ and how to get your free plan started below: