Frank Levine

We simplify financial decisions, prioritize and enable well-informed action. We improve understanding of monetary products and the role each instrument plays in a custom strategy. Our process provides a 1-page wide-angle view of entire financial picture.  1st step is protection audit to eliminate failure as an option.  Then, strategy session to optimize wealth, protect and enjoy assets, and pass on a legacy.

Frank has been w/ CFS since 1991.

• Advisory and Strategic Planning
• Financing Solutions