How a Financial Advisor Can Help Business Owners
As a CPA/PFS, MBA, and business owner himself, Todd Frank is uniquely qualified to advise business owners of any size of business.
A financial advisor who is also a CPA with extensive private sector work experience is in a great position to understand the internal operations and financial statements of any business. As such, he can advise you on matters such as the best way to set up an employee retirement plan, cash flow planning (business or personal), estate planning related to the business, and with special retirement planning issues for business owners.
Do You Have Important
FINANCIAL QUESTIONS?
Accept our offer of a free
Financial Planning Checkup
About the Author
Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Advisors, a Registered Investment Advisory Firm (RIA) serving clients nationwide from our headquarters in Carlsbad, San Diego, California. As an RIA, Frank Financial Advisors is able to offer truly independent, fee-only financial advisory services.
