Resources

Tools to help you navigate your financial path to success

Retirement

  • IRA Eligibility

    Know your options to help maximize your options

    Button

  • Inflation Impact

    Understand how it can affect your overall plans

    Button

  • Retirement Analyzer

    Calculating how your funds will last during retirement

    Button

Finances

  • Net Worth

    Methods for accurately determining your net worth

    Button

  • Cash Flow

    Clean understanding and plan for managing your cash flow

    Button

  • Rule of 72

    Calculations to forecast your investment growth over time

    Button

Investments

  • College Savings

    Strategies to save enough and help maximize tax benefits

    Button

  • Taxable / Tax-Deferred

    Tactics that are aligned to current laws

    Button

  • Asset Allocation

    Measuring a balanced investment strategy to help protect and grow

    Button

Consumer Debt

  • Home Refinance

    Understand your options and calculate the benefits

    Button

  • Loan Amortization

    Estimate costs and determine the best loan strategy

    Button

Insurance Advice

  • Life Insurance

    Calculating how much you need and advice on the best approach

    Button

  • Liability

    Determining how much coverage you need to protect your wealth

    Button

  • Home & Auto

    Determine the right coverage for your needs

    Button

Estate & Business

  • Estate Plannng

    Create a plan to help protect your family and business

    Button

  • Tax Strategies

    Alignment with current State & Federal Tax Laws to benefit your business

    Button

  • 401(k)

    Advice to help your business & employees today and tomorrow

    Button

Frank's Book Corner

If you’re searching for a financial book for yourself or a loved one, browse below for some of Frank’s favorites. Then, please share your review with him.

Get a Financial Life: Personal Finance in Your Twenties and Thirties
By Beth Kobliner

Frank’s review: Several of my clients have asked about books to give their sons and daughters some insight for saving and investing. “Get A Financial Life: Personal Finance in Your Twenties and Thirties” is a great read for college students or recent graduates wanting to know more about all aspects of finances and investing. In this book, Kobliner teaches how to set goals and how to reach them. Topics range from debt, 401(k) plans, insurance and taxes, most of which many young adults know little to nothing about. Kobliner discusses all aspects of debt, student, car, home and home equity, and how each can benefit you in different ways. All of the topics in this book will significantly help the reader organize their adult finances. At the very least, the reader will have significantly more knowledge walking into financial situations.

The Good That Financial Advisors Do
By Dan Sullivan

Dan Sullivan is one of my most valuable mentors. He believes that financial advisors have a great impact, not only on each and every client, but also on their families, as well as the small “economy” around each of our clients. You'll probably agree with me after you read this book. It will help you appreciate your advisors even more! 

Get a Financial Life: Personal Finance in Your Twenties and Thirties
By Tamsen Butler

 Frank’s review: If your teenage and young adult children are looking for general books to discuss money management tips and to help establish goals for savings and investments, “The Complete Guide to Personal Finance for Teenagers and College Students” is perfect. Using basic language, it introduces teens to managing money and finances, and provides case studies that make the information more personal and relatable. Butler also teaches how to set goals for saving money, whether it be for college, a home, or a “want” purchase. Websites and other resources also are provided, making “The Complete Guide to Personal Finance for Teenagers and College Students” a fantastic resource for introductory knowledge on personal finance.