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A FINANCIAL ADVISOR CAN HELP YOU:

Avoid Costly Mistakes

Build Wealth Responsibly

Optimize Tax Savings

Make Better Decisions

Feel More Organized

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Get expert advice to Make Better Decisions so you can
Increase Savings, Reduce Taxes, and Sleep Better at Night.

Financial Advisor
Rancho Santa Fe

Financial Advisor Rancho Santa Fe – Think of the phrase, “Financial Advisor” as being derived from the two phrases, “Financial Planning” and “Investment Advisor”. A well-conceived investment strategy begins with a comprehensive financial plan to ensure that investment decisions are aligned with one’s short and long-term financial goals.

To get started with financial planning, it is often best to have an introductory conversation with a qualified financial planner and investment advisor to learn if your situation warrants a full, comprehensive financial plan. We offer this conversation free of charge and look forward to hearing from you soon.

Todd E. Frank, CPA/PFS, MBA

President and CEO of Frank Financial Advisors.

Active in the financial services industry since 1993, Todd founded Frank Financial Advisors in 2003, and is presently a:

Fee-Only Financial Advisor
Registered Investment Advisor (RIA)
Financial Planning Specialist – CPA/PFS

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With Good Planning you can Better Prioritize,
Remove Uncertainty, and Enjoy More Peace of Mind.

What You Get During Your

Financial Planning Checkup

Answers to Your Important Questions!

During the 30-60 minute phone conversation you’ll be able to ask and receive answers to your most pressing financial questions from our CEO and expert financial planner and investment advisor, Todd Frank.

The advice given can take many forms and will be customized to your specific needs and goals. The more information you’re able to provide, the better we can custom-tailor the answers to your questions.

Examples of Questions We Are Often Asked

How do I best invest my savings?
Am I saving enough to meet my goals?
How do I rollover my IRA when changing jobs?
Do I need long-term care insurance?

Do I need estate planning?
How do I invest an inheritance?
Should I refinance my home?
Will I have enough money at retirement?

Our Job is to Make Your Life EASIER!

Included with all

Financial Advisory Accounts

Financial Planning

Comprehensive financial planning with annual reviews included with all asset management accounts.

Retirement Planning

Will your savings and investment income meet your spending needs during retirement?

Portfolio Management

We’ll carefully manage your investment portfolio leaving you to feel more at ease.

Estate Planning

Careful forecasting of estate planning needs before it’s too late.

Special Events

Financial advice for special events such as weddings, funerals, elderly care and more.

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 hold and manage 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.

Financial Statements

When you need clear visibility into your present net worth and income/expense flows.

Cash Flow Planning

To make sure cash is available when it’s most needed.

Independent & Unbiased

As an independent RIA, we are free from the influence of large brokerage firms.

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.

REQUEST A FREE CONSULTATION

We serve clients nationwide.
Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other North County neighborhoods.

What does an Investment Advisor Do?

An investment advisor implements the investment strategies that emerge from the comprehensive financial plan.

It’s in your best interest to work with a Retirement Planning expert who is also a Registered Investment Advisor (RIA), so the two functions work more seamlessly together.

What’s a Retirement Plan?

Some consider “retirement planning” as being synonymous with “financial planning”. In truth, a retirement plan is one of the many components of a comprehensive financial plan.

We offer free comprehensive financial planning with all approved asset management accounts.