Your Dreams Matter
At Dale A. Frank Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Confident Retirement Solution
The Confident Retirement Solution is a customized written plan designed to help get you to and through retirement by focusing on six key areas of your financial life.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Income Planning
Investment Planning
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Health Care Planning
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Social Security Optimization
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Payroll Services
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.
