The Contents of a Professionally-Created Financial Plan
The output of the financial planning process is called a comprehensive financial plan and will vary from person to person depending on a number of factors.
Tag Archive for: financial planning
The Risks and Disadvantages of Large Brokerage Firms
/in Articles, Financial Advisor, Financial Planning /by Todd FrankKnowing the risks and disadvantages of large brokerage firms is critical for those seeking truly independent and unbiased investment advice and financial planning.
When Do I Need a Financial Plan?
/in Financial Planning /by Todd FrankIn today’s world, we all need a financial plan because we all have financial needs. The question becomes one of when do we need professional assistance?
What is a 529 Plan?
/in Articles, Saving for Education /by Todd Frank529 plans are tax-advantaged savings plans created to encourage saving for the future cost of a college education. There are two basic types of 529 Plans.
Stops Along the Way in Life
/in Articles, Financial Advisor, Financial Planning, Retirement Planning /by Todd FrankWe make our best effort when we sit with a client to consider the different events that arise in the future when we are putting together a financial plan.
It’s Your Life, Not the Advisor’s
/in Articles, Financial Advisor, Financial Planning /by Todd FrankA good relationship between a client and Financial Advisor is based on trust and a certain amount of intimate knowledge of what’s going on in the client’s life.
Big Firm Versus Financial Advisor
/in Articles, Asset Management, Financial Advisor, Financial Planning /by Todd FrankLearn the difference between the two types of large financial brokerage firms and an independent, unbiased, fee-only financial advisor.
Start with the End in Mind Planning
/in Articles, Financial Advisor, Financial Planning, Retirement Planning /by Todd FrankA wise approach to take when financial planning is to start with the end in mind,- financial and retirement goals, health and lifestyle goals, family goals.
Know What You Own and Why You Own It
/in Articles, Asset Management, Financial Advisor, Financial Planning /by Todd FrankOne of the most important questions we ask our clients during the financial planning process is what do you own and why do you own it?
Our Investment Philosophy
/in Articles, Asset Management, Financial Planning /by Todd FrankOur investment philosophy embraces investment strategies that have been proven successful through rigorous academic studies such as Modern Portfolio Theory.
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Frank Financial Advisors provides financial planning and investment management services to clients Nationwide. Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other north county San Diego neighborhoods.
Frank Financial Advisors
2710 Loker Ave W Ste 230
Carlsbad, CA 92010
San Diego County
(760) 438-3360
Toll-free: (866) 587-1230