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Wealth Strategies Team

Our Wealth Strategies Team is available to our financial professionals as a case consultation resource. With their vast knowledge and experience covering everything from investment, annuity, and life insurance program design and support to business and estate planning strategies, they are able to guide our financial professionals in providing clients with the finest potential strategies and recommendations.

We aim to make a difference in the lives of others by helping our clients reach their goals. Our Wealth Strategies Team is one resource provided to our financial professionals so that our clients have an enhanced experience.

Wealth Strategies Team

 Jim Frank

Jim Frank, J.D., LL.M

Director of Financial Planning

Justin Levy

Justin Levy

Director of Wealth Management

Timely Personal Planning

It is one of life’s ironies that the more time we spend making money, the less time we have to manage it. Yet the efficient use of time — planning — is a key factor in the creation and preservation of wealth. To realize our goals; a good education for our children, financial security, a comfortable retirement and a well-protected estate, we must begin by clearly defining our objectives and establishing a sound plan to achieve them. Few of us possess the time or knowledge to research and organize the exhaustive range of insurance and investment options available today. Many people end up with a patchwork of financial products and providers, leaving gaps and missed opportunities.

Regardless of your age or income, financial professionals can help you accumulate greater wealth, protect your family, home and business, and preserve another equally precious asset: your time.

Sound Planning for Growing Businesses

For professionals and entrepreneurs, personal and business wealth are often closely intertwined. Financial professionals help closely-held businesses protect assets, ensure long-term stability, and create cost-effective benefit programs that attract and retain employees.

Associates also support benefit planning for large corporations, hospitals, and school districts. They have experience developing and implementing funding concepts for non-qualified benefit plans and other benefit liabilities often left unfunded.

Are you ready?
Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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