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It should not be assumed that any recommended financial planning or consulting services will prove successful. Frontier Investment Management Company ("Frontier") is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Frontier, in writing, if there are any changes in your personal/financial situation for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Frontier's planning software links all family accounts by household, so any information you provide will be visible in our financial plans or reports as well as to users logging into our website.
Risk management is an integral part of financial planning that can include life, disability and long term care insurance, as well as various forms of liability (personal, home, auto) and health insurance products. To enhance our services to clients, Frontier has established a referral network for each discipline of insurance. Each financial planner, in his/her individual capacity, is a licensed insurance agent and through our referral partners may recommend the purchase of various insurance policies on a commission basis. The recommendation by Frontier that a client purchase an insurance product presents a potential conflict of interest, as the receipt of compensation as a referring agent may provide an incentive to recommend insurance products based on commissions rather than on a client need. No client is under any obligation to purchase any insurance products from Frontier. The client is further reminded that they may purchase insurance products recommended through other, non-affiliated insurance agents.