Fee Only Financial Planner
Get expert advice to Make Better Decisions so you can
Increase Savings, Reduce Taxes, and Sleep Better at Night.
Fee Only Financial Planner
Escondido
Fee Only Financial Planner Escondido – A well-conceived Financial Plan serves to navigate you through complex financial decisions and toward the achievement of your most important goals in life. Without a plan you may expose yourself to unnecessary risk and financial loss.
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
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.
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.