Financial Planning
Custom-tailored, comprehensive financial planning with annual reviews.
INDEPENDENT, FEE-ONLY
Financial Planning, Retirement Planning
Solutions for
Active
Wealth-Builders
How to build wealth responsibly while living a 21st century active lifestyle.
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Solutions for
Those Nearing
Retirement
Transition your plans and investments to prepare for your active, retired lifestyle.
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Solutions for
Those
Already Retired
Reduce investment risk, protect assets and adjust income to suit your desired lifestyle.
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Financial Advisory Accounts
Retirement Planning
Will your savings and investment income meet your spending needs during retirement?
Wealth- Building
Planning and investment strategies custom-tailored for your wealth-building years.
Portfolio Management
We’ll carefully manage your investment portfolio in support of your financial planning goals.
College Savings Plans
Planning for and management of tax-advantaged high school and college savings plans.
IRA Account Rollovers
Advice on the most advantageous ways to organize your retirement savings accounts.
Insurance Protection
Advice and planning to lessen financial risk from unforeseen and unfortuitous events.
Smart Financing
Timely advice for real estate decisions regarding when it’s best to finance, refinance or own outright.
Business Ownership
Planning for the creation of or alterations to employee retirement plans.
Retirement Accounts
We work with all types of accounts,— 401k, 403b, 457, self-employed, and more.
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Accessibility
24/7 cell phone access to CEO, Todd Frank, for financial emergencies.
Professional Network
Referrals to reputable professionals, such as estate planners and CPA’s, when appropriate.
There’s Comfort in having a good plan.
Accept our free Financial Planning Checkup.
LEARN MORE ABOUT FINANCIAL PLANNING AND WHEN YOU NEED IT
We serve clients nationwide. Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other North County San Diego neighborhoods.
Entrust your important wealth-building solutions to a
fee-only, fiduciary RIA who is also a CPA, PFS and MBA,
with extensive professional experience.
Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Advisors.
Todd has been active as a corporate finance executive in the financial services industry since 1993. He received his MBA from Duke’s Fuqua School of Business.
Todd holds the additional AICPA designation of Personal Financial Specialist (PFS). A PFS is more than a financial planner—he/she is a CPA with the valuable combination of tax expertise and comprehensive financial planning.
Make Better Decisions.
Accept our free Retirement Planning Checkup.