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 http://www.napfa.org/. 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.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management As-Needed Financial Planning Cash Management & Budgeting Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Education Planning- Fee-Only Family Financial Planning Fee Only Fiduciary Fiduciary Advisor Financial Advisor Financial Planner Financial Planning Financial Planning Advice And Services Financial Planning Association Member Financial Planning For Women Hourly Financial Planning Independent Investment Advisor Industry Thought Leader Investment Advisory Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. IRA MBA Member Of NAPFA Mutual Funds NAPFA Member Passive Investment Strategies Portfolio Management Published Researcher Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Rollover Of 401k Or IRA Rollovers Roth IRA Specialize In Retirement Planning And Retirement Distribution Sustainability Wealth Management Women's Issues
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