Austin Frazier
Accelerating Financial Success for Modern Professionals | Tailored Wealth-Building Plans | Expertise in Investment Strategies & Tax Mitigation | CERTIFIED FINANCIAL PLANNER™
- Role
- Financial Advisor at Capital Strategies Group, Llc
- Location
- Tempe, AZ, US
- LinkedIn followers
- 500 followers
About Austin Frazier
The demands of everyday life often leave many working tirelessly for a paycheck, but lacking the time to prioritize spending, saving, debt payoff, and investing for the future. For modern professionals like you, there\'s more to life than work.You want the freedom to spend quality time with your loved ones, explore new experiences, and have a career that truly fulfills you.It\'s time to break free from the constraints of traditional financial planning and embrace a new approach that will help you build wealth and live life on your own terms.Are you tired of feeling trapped in a job that doesn\'t bring you joy?Do you long for more time with your family and the ability to pursue your passions?Are you ready to take control of your financial future and create a life of abundance?Achieve Financial Success with Our Tailored Financial Planning ServicesGet a customized plan to build wealth and independenceStop money from slipping through your fingers with tax mitigation strategiesRetire earlier than you ever imaginedAnd what happens if you just do nothing? If you continue down the same path, working tirelessly for a paycheck that barely covers your expenses, you\'ll miss out on precious moments with your loved ones. You\'ll be stuck in a job that drains your energy and leaves you feeling unfulfilled. And worst of all, you\'ll never experience the true freedom and abundance that comes from having a tailored financial plan designed to maximize your wealth. Don\'t let another day go by without taking action. Contact me for a complimentary, no-pressure consultation. Your dream life is waiting for you!
Experience
Financial Advisor
Sep 2022 — Present · Tempe, AZ, US
Our groundbreaking subscription-based planning approach makes receiving financial advice more accessible, flexible, and tailored to your unique needs.Taking a holistic approach to financial planning with expertise in wealth accumulation, tax mitigation, investment strategy, cash flow and budgeting, insurance planning, and estate planning.Helping today\'s professionals create a financial strategy to optimize their financial resources and find balance in paying off debt, saving for the future, investing, and optimizing employer benefits.
Education
Utah Valley University
Bachelor’s Degree, Personal Financial Planning
2014 — 2017
Skills
- Social Media
- Personal Financial Planning
- Time Value of Money
- Microsoft Office
- Microsoft Powerpoint
- Customer Service
- Client Relations
- Account Management
- Priority Management
- Microsoft Excel
- Leadership
- Strategic Planning
- Salesforce
- Public Speaking
- Customer Relationship Management (Crm)
- Team Building
- Management
- Microsoft Word
- Team Leadership
- Marketing
- Inspiring Leadership
- Morningstar Office
- Compassion
- Money Guide Pro
- Teaching
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