Frankly Financial

Welcome to Frankly Financial, your trusted partner in financial planning and wellness. We understand that financial planning can often seem daunting and overwhelming, but we're here to help you navigate through the complexity of the industry and make informed decisions about your financial future. Our mission is to help you keep more of what you make and achieve your financial goals through thoughtful planning and wise management.

Financial Planning Services

Financial planning is more than just stocks and bonds. At Frankly Financial, we believe that a comprehensive financial plan involves careful consideration of various aspects of your financial life, including saving, investing, and risk management. Whether you're buying your first home, starting a family, or planning for retirement, we'll work with you to create a personalized financial plan that aligns with your unique needs and goals.

Our financial planning services include:

• Tax and retirement planning, including IRA rollovers
• College savings planning through 529 savings plans
• Insurance planning, including life, health, disability, and long-term care coverage
• Risk management strategies to minimize investment losses
• Estate planning, including wills, trusts, and power of attorney

At Frankly Financial, we're committed to providing our clients with the education and resources they need to make informed decisions about their financial future. We take pride in simplifying complex financial concepts and making them accessible and understandable for our clients.

Retirement Planning and Challenges

Retirement planning can be particularly challenging, with many factors to consider and plan for. At Frankly Financial, we specialize in helping our clients navigate the complexities of retirement planning and overcome common challenges.

Some of the retirement challenges we help our clients address include:

• Funding retirement expenses
• Managing retirement account distributions
• Minimizing taxes on retirement income
• Addressing healthcare costs and long-term care needs
• Developing a sustainable withdrawal strategy

Our goal is to help you create a retirement plan that's both realistic and flexible, taking into account your current financial situation, retirement goals, and changing circumstances.

Insurance and Guaranteed Income Stream

At Frankly Financial, we believe that proper risk management is a critical component of a comprehensive financial plan. We offer a variety of insurance solutions to help our clients manage the risks of life and protect their financial future.

Our insurance solutions include:

• Life insurance
• Health insurance
• Disability insurance
• Long-term care insurance
• Guaranteed income stream products

These solutions are designed to provide our clients with peace of mind and financial protection in the event of unforeseen circumstances, such as illness, injury, or death.

In conclusion, Frankly Financial is your trusted partner in financial planning and wellness. We're dedicated to helping you keep more of what you make and achieve your financial goals through thoughtful planning and wise management. Whether you're just starting out or planning for retirement, we're here to help you navigate the complexities of the financial industry and make informed decisions about your financial future.