Let us help you meet
your financial goals

We can help you create confidence in your financial future.

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Election Uncertainty

From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty.  This guide explores:

  • The impact of presidential elections on the stock market
  • How campaign promises could potentially affect your finances
  • How the years preceding elections can maybe provide some clues about their potential impact

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet Our Founder

It’s our responsibility to assess your financial situation and make recommendations consistent with your interest in mind, and do so with integrity and transparency.
» Meet Our Founder

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DALE A. FRANK

PRESIDENT | FOUNDER
FINANCIAL PROFESSIONAL

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at (800) 585-5544.