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Services
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Frank works with people from all walks of life who seek guidance in any or all of the following areas of personal finance:
Cash Flow Analysis (Review Clients income and spending to help fund goals.)
Investment Analysis and Recommendation (Review Client investment account types, investments, and investment options, to identify and recommend changes to account types, asset allocation, specific investments, bank accounts, and/or investments held in certain account types, that are suited to meet Clients goals.)
General Estate Planning (Provide an assessment of possible estate-tax issues, and Identify estate-planning ( no legal advice provided – an attorney can create applicable Wills, Trusts, etc.).)
Education Funding (Provide projected future education costs and associated funding Plan(s), to include the recommended type(s) of account(s).)
Retirement Capital Needs Analysis (Based on Client’s situation, goals, and relevant a ssumptions, develop an estimate of the sources of income and assets required for the Client to have sufficient financial resources throughout retirement.)
Tax Planning (review Client's situation to identify strategies to minimize income tax liability.)
General Life Insurance Review (Identify areas/means/strategies for clients to better protect assets.)
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