Mr. Frazer began working in the insurance and financial services industry in August 2005 after working for 17 years in the IT industry. He has an engineering degree and an MBA. He is the owner of "Your Retirement Pathfinder", which performs financial planning, investment and insurance services to help people reach their retirement goals. He is securities registered and insurance licensed in VA, MD and DC to offer investment products (stocks, bonds, mutual funds, ETF's, LP's, etc.), retirement plans (401(k)'s, IRA's) and insurance (annuities, life, disability income, long term care) products that can impact retirement and estate planning. He believes in diversification* into assets outside of typical stocks, bonds and real estate. His goal is to help his clients make educated decisions -- " I want my clients to sleep at night knowing they can trust me to help them make prudent decisions to protect their assets and reach their financial goals ." In particular, Mr. Frazer has a great deal of experience in matters dealing with college financial planning as well as setting up 401(k) retirement plans for small-medium sized businesses.
*diversification does not ensure a profit or protect against loss.
Insurance products from the Principal Financial Group ® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc SM . Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, member SIPC. Principal National, Principal Life, Preferred Product Network and Principal Securities are members of the Principal Financial Group ® , Des Moines, IA 50392. Bill Frazer, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Your Retirement Pathfinder is not an affiliate of any company of the Principal Financial Group.