Request Free Consultation – Frank Financial Advisors San Diego

REQUEST YOUR FREE CONSULTATION

Retirement Planning • Financial Planning • Wealth-Building

Complete the form below to get started.

Or, call toll-free to schedule at 1-866-587-1230.

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

What You Get During Your

Free Financial Planning Consultation

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?

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.

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Our Job is to Make Your Life EASIER!

Included with all
Financial Advisory Accounts

Financial Planning

Custom-tailored, comprehensive financial planning with annual reviews.

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.

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.

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 Financial Planner 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.