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MAPQUEST US!

3461-C L'ville-Suwanee Rd
Suwanee, Georgia  30024 Tel. (678) 546-7890
Fax. (678-546-7372

Click Here to meet our associates and view their resumes
at our sister site, www.advocatefinancialadvisors.com.
 Financial Planning 
Personal Financial Planning

Personal Finance Learning Center

We are proud to introduce our Personal Finance Learning Center. Here you'll find a wealth of content to inform and educate yourself - dozens of articles, an extensive list of financial calculators, and a comprehensive glossary of financial terms.

Click here to access this valuable set of tools

Advocate Financial Group, LLC was formed through the combination of Frazier Cain, LLC and Affordable Health and Life Plans, Inc.  Our mission is to become your insurance and financial planning resource.  We focus on building long-term relationships with individuals, families and small business owners. We are an independent agency and will help meet your needs and solve financial problems by applying creative solutions and using competitive products.

Here are some of the many areas we work in:

  • PENSION & RETIREMENT:
    • IRA, SEP-IRA, Simple & ROTH IRA
    • 401(k) & Profit Sharing Plans
    • Cafeteria (Section 125) Plans
    • TSA - 403(b) Plans
  • INVESTMENTS:
    • Stock, Bond, Mutual Fund Accounts
    • Money Market Accounts
  • OTHER SERVICES:
    • Financial Needs Analysis
    • Asset Allocation
    • Education & Retirement Goals
    • Estate Planning
    • Consulting & Market Research
    • "Large" Company Benefits for "Small" Employers

Securities offered through Transamerica Financial Advisors, Inc., A Registered Broker Dealer and Registered Investment Advisor, 1150 South Olive, Los Angeles, CA 90015, 213-741-7702. Member FINRA and SIPC.

Charles Frazier is securities licensed to do business and is a state registered investment advisor in the State of Georgia.  He is also licensed to offer Investment Advisory Services in Georgia and Tennessee.
If you have questions, or would like more information, please leave your name and contact information. Or call us at 678-546-7890.

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YOUR ADVISOR, YOUR ALLY, YOUR ADVOCATE

Advocate Financial Group, LLC, formerly Affordable Health & Life Plans, Inc and Frazier Cain, LLC.

3461-C Lawrenceville-Suwanee Rd, Suwanee, Georgia  30024
(678) 546-7890 | FAX (678) 546-7372

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