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Worried that your financial strategy is
Missing Something?

We’re here to help you feel confident in your financial future.

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 five key areas of your financial life.

1 Income Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:

  • Income and expense analysis
  • Social Security maximization
  • Inflation planning
  • Spousal planning
  • Organizing, tracking and testing the plan
2 Investment Planning

Once your income is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:

  • Risk tolerance assessment
  • Fee transparency
  • Volatility control
  • Coordinating assets to achieve your goals
3 Tax Planning

Any comprehensive retirement plan will include a strategy for tax liabilities. We work collaboratively with a qualified CPA in completing your plan. This typically includes:

  • Financial planning software to make the best tax decisions
  • Required minimum distributions planning
  • Roth conversion analysis
  • Tax deferral
  • Reviewing account types, titling, and beneficiary designations
4 Health Care Planning

A comprehensive plan will also have a strategy for addressing rising health care costs. This typically includes:

  • Creating a plan for future health care expenses
  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a long-term care plan
5 Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most efficient manner. We work collaboratively with a qualified estate planning attorney in completing your plan. This typically includes:

  • Drafting, reviewing, or amending your living trust
  • Power of attorney documents
  • Funding your trust
  • Titling your accounts properly and updating your beneficiaries
  • Grandchild/child life plan
6 Risk Management

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?

Tax Planning
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

EXPLORE YOUR MEDICARE COVERAGE OPTIONS THAT MAKES SENSE FOR YOU.

NO OBLIGATIONS. JUST SOLUTIONS.

As an independent financial services firm, we work closely with several of the top insurance carriers to help create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply.

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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.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Shawn Wrisley offers investment advisory services through AE Wealth Management, LLC (AEWM). Dale Frank offers securities through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Dale A. Frank Financial Group and MAS are not affiliated companies. Dale A. Frank Group and AEWM are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 405734

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