Frost Financial Services

                All of our corporate and individual solutions are customized to meet our client’s specific goals and objectives.



Services Provided:



For Corporate Clients:


  • Help work with Human Resources to set up payroll and do employee benefits counseling.
  • Offering active management through Frost Financial allowing plan trustees to hire an investment fiduciary.

For Individuals:


  • Helping individuals by managing their assets through active money management and investment strategies through Frost Financial.
  • Investment and Lifestyle coaching handled on a fee basis.
  •  Implementation through Frost Financial.