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FAQs & Resources

We provide efficient, expert solutions to businesses and individuals

Retirement Planning

Are you ready to retire? Many people are nearing retirement and don’t even realize that they may not even be ready to retire. Greg Frank can analyze your current situation and tell you if you are on course. Don’t wait till it’s too late call today and allow Greg Frank to sit down and evaluate your current situation.

College Planning

College costs are at an all-time high and many parents will be wondering where to come up with the money to pay for the high costs of college. Allow Greg Frank to sit down and evaluate the time and the costs that will be associated with your children’s education.

Insurance Planning

Many people today suffer catastrophic losses due to death or even illness that keeps people from being able to work and support their families. These are situations that can be prevented with proper planning. Greg Frank can take your current policies and review them to see if you are getting the value and the coverage needed to properly protect yourselves.

Estate Planning

Estate planning is getting more and more complicated with the ongoing tax laws changing. The right time to start planning is well before something major happens in your lives or the lives of your parents. We can help you with the planning process and if need be we have an Attorney that works with people who want to protect their assets.