Financial Planning
for Those
Nearing Retirement

Take the actions needed to avoid mistakes made during the transition from working to retirement.

REQUEST A FREE CONSULTATION

Enjoy the Benefits of Having a
Retirement Planning Advisor

Prepared for optimal use of retirement accounts.
Assets managed by an experienced professional.
Allocation ratios customized to your needs.
Carefully considered timing of buy/sell decisions.
Portfolio risk matches your personal risk tolerance.
Adequate insurance to mitigate risk.
Tax-optimized trading decisions.
Single point of contact for all financial questions.

Avoid These Common Mistakes
Made When Approaching Retirement

Sub-optimal use of retirement accounts.
Spontaneous, emotion-based investment decisions.
Errors in sector and/or debt vs equity allocations.
Improper timing of buy/sell decisions.
Portfolio risk exceeds personal risk tolerance.
Inadequate risk mitigation.
Failure to consider tax implications.
No one to turn to with your important questions.

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

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 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.

Entrust your important pre-retirement 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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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.

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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

Financial Planning for Those Nearing Retirement