Broker Check

Financial Services

Investment Planning

When it comes to your investment portfolio, we strive to manage for after-tax results. At Frank Advisory Services, we offer investments through Cetera  Financial Specialists LLC, member FINRA/SIPC and advisory services through Cetera Investment Adviser LLC. We specialize in wealth management with an eye toward efficient tax strategies; accomplished by paying particular attention to placement of assets. We align our interests with that of our clients. We offer fee-based asset management services utilizing a variety of economic financial instruments.

Retirement Planning

At Frank Advisory Services we believe retirement planning is a partnership in understanding and, ultimately, achieving your goals. We analyze your spending goals and compare to your resources. This evaluation is "stress-tested" against a variety of economic and market conditions in order to achieve the confidence that the goals are reasonable. The goal is to provide financial confidence.

Estate Planning

Everyone needs a comprehensive estate plan; even a simple Last Will and Testament. Working with an estate planning attorney will help you establish what documents are necessary, to ensure the assets you have worked so hard to accumulate go to the parties you choose in a most efficient manner. At Frank Advisory Services we will assist in the inventory and valuation of each of your assets, a critical role in the estate planning process.

Insurance Planning

Everyone needs the comfort of knowing that life-changing events need not be an end to all of your financial dreams. At Frank Advisory Services  we help you quantify the financial impact of these events and we offer insurance solutions through our affiliation with Cetera Financial Specialists LLC, member FINRA/SIPC.

Income Tax Planning & Preparation

At Frank Advisory Services  we have built our practice on the consideration of tax implications on investment strategies. This allows us to customize investment decisions with the tax environment of our clients. FAS offers income tax planning and preparation, year-end planning and projections. Michael W. Frank, CPA/PFS, CFP®, has been preparing tax returns for more than 30 years, recognizing the value of coordinating taxes and investment strategies. These are separate services and not affiliated with Cetera Financial Specialists, LLC.