Custom-tailored, comprehensive financial planning with annual reviews.
Financial Planning, Retirement Planning
How to build wealth responsibly while living a 21st century active lifestyle.LEARN MORE
Transition your plans and investments to prepare for your active, retired lifestyle.LEARN MORE
Reduce investment risk, protect assets and adjust income to suit your desired lifestyle.LEARN MORE
Included with all
Financial Advisory Accounts
Will your savings and investment income meet your spending needs during retirement?
Planning and investment strategies custom-tailored for your wealth-building years.
We’ll carefully manage your investment portfolio in support of your financial planning goals.
Planning for and management of tax-advantaged high school and college savings plans.
Advice on the most advantageous ways to organize your retirement savings accounts.
Advice and planning to lessen financial risk from unforeseen and unfortuitous events.
Timely advice for real estate decisions regarding when it’s best to finance, refinance or own outright.
Planning for the creation of or alterations to employee retirement plans.
We work with all types of accounts,— 401k, 403b, 457, self-employed, and more.
24/7 cell phone access to CEO, Todd Frank, for financial emergencies.
Referrals to reputable professionals, such as estate planners and CPA’s, when appropriate.
LEARN MORE ABOUT FINANCIAL PLANNING AND WHEN YOU NEED IT
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.