Guiding dreams with simple plans - Financial Plan Advisors - Serving Centerville, Springboro, Lebanon, Cincinnati and Dayton, Ohio.

Guiding our clients to the goals of their retirement and their dreams is what we do. Keeping it simple with conservative strategies and methods is how we do it. We encourage our clients to prepare for retirement with our simple plan for success and to let us take the helm to deliver them to their goals and dreams.

Call us today to work with a seasoned
Certified Financial Planner™ professional
to achieve your goals and dreams.

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Local: (937) 748-5306 Toll Free: (866) 745-0680

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Financial Plan Advisors
David Frazier, CFP®, CPA
Telephone: (937) 748-5306
Toll Free: (866) 745-0680
Email: dfrazier@ksifa.com

David Frazier is registered with and offers securities through Kovack Securities, Inc., Member FINRA/SIPC. 6451 N. Federal Hwy. Ste 1201, Ft. Lauderdale, FL 33308 (954) 782-4771 Advisory services are offered through Kovack Advisors, Inc. Financial Plan Advisors is not affiliated with Kovack Securities, Inc. nor Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

Call us today to work with a seasoned Certified Financial Planner™ professional to achieve your goals and dreams.

Talk Now!

Or...

Call us today to work with a seasoned
Certified Financial Planner™ professional
to achieve your goals and dreams.