Active 9 months, 1 week ago
Certified Financial Services, LLC
Member Since 2021
Member ofCorporate Real Estate Group
Company BioWe 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.
Personal BioFrank has been w/ CFS since 1991.