Our Approach
We lead our clients through a simple three step process:
At FR Investment Group, we understand that every person and every situation is different. Our purpose is to understand your situation and unique goals, and from there, design a strategy personalized to what you need. We are more than just “the people who handle your money”. We believe that developing personal, life-long relationships with our clients is key to helping our clients reach their goals and achieve financial stability.

1. Initial Consultation
- Discover financial goals
- Review current situation
- Discuss client's dreams

2. Financial Profile and Presentation
- Review investment styles
- Present initial profile
- Adjust and confirm initial draft

3. Recommendation Presentation
- Present financial recommendations
- Confirm investment strategy
- Create investment timetable