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your financial goals

We can help you create confidence in your financial future.

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Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement
 

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
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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.

» Watch Our Story
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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.

Schedule a Meeting

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