Larry R Frank Sr, MBA, CFP / Financial Advisor in Roseville, California

We can work together to determine how much you may need to retire, including a comprehensive Social Security strategy assessment so you may maximize those benefits too.

My specialty is transitioning people into retirement, and how to measure and monitor your holdings so you may outlast them, instead of the other way around, throughout retirement. Prudent participating in broad global markets through market based indexes helps reduce risk your portfolio may go to zero.

I am a client centered, fee-only adviser who is a member of All our meetings are at no charge so you do not need to worry about the clock ticking while we discuss your needs and desires. I am a thought leader in the profession with peer reviewed published research in the Journal of Financial Planning.

All my suggestions are research based solutions with no hidden agenda ... you remain always in charge of your money directly investing in the markets. No asset or income minimums to work together. Please feel free to visit my website through the link on this page so find out more.

I look forward to our first meeting where I'm the one interviewing for the job of working for you.


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