Frank Allen Financial Group Inc. is a specialized, vibrant and focused financial services firm which caters to the unique financial security needs of business owners, professional practitioners and retirees. We recognize that in the lives of Family Business Owners, Professional Practitioners and Retirees, there is an ongoing series of events and transitions; some of these are expected, some unexpected. Virtually all of these transitions will involve both time and money.
The mission of Frank Allen Financial Group Inc. is to help our clients build financial bridges for the transitions in all areas of their businesses and personal lives. We will attempt to ensure that when the ‘wide river’ or ‘deep chasm’ of one’s life transitions occur, a financial bridge is in place to carry them over or around it, safely and securely.
Financial bridges are effective and timely strategies and solutions that are put in place to protect and preserve your lifestyle and financial security before life events and transitions occur. One of the keys to building effective financial bridges is ensuring they are comprehensive and integrated.
Some examples of financial bridges is:
Financial Security is not about how much wealth you have, it’s about how well you wealth, your lifestyle and your future needs are protected and preserved. Financial Bridges are the result of thorough analysis and understanding of the issues you face in your business and personal life. Strong financial bridges come from us asking you the hard questions and finding the right answers for your unique needs and opportunities.
You need financial bridges in place now to provide you with the opportunities and protection to overcome the expected and unexpected transitions that will inevitably occur throughout your lifetime. The reality of life is that these transitions seem to intensify and increase in frequency as we get older. The good news is that you now have the wisdom to lessen the impact these events and transitions will have on your life and your wealth.
“With age comes the wisdom to plan ahead for the multitude of life events and transitions that intensify as we get older. “
Let’s build financial bridges for your business and your family; your life.