Let us help you meet
your financial goals

We can help you create confidence in your financial future.

Learn How We Can Help
divorce and money

Divorce & Money

The divorce rate has doubled for Americans age 50+ since 1990.

While your retirement plans may shift due to divorce, it is possible to get through a divorce without having to start over. This guide will help you understand the following concerns you may have, among others:

  • How to split assets and who to turn to for help
  • What documents you’ll need for divorce proceedings
  • Where you’ll need to consider updating beneficiaries
 

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
  • This field is for validation purposes and should be left unchanged.

Download Now!

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet Our Founder

It’s our responsibility to assess your financial situation and make recommendations consistent with your interest in mind, and do so with integrity and transparency.
» Meet Our Founder

founder-circle-headshot

DALE A. FRANK

PRESIDENT | FOUNDER
FINANCIAL PROFESSIONAL

Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

» Watch Our Story
consultation-circle

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at (800) 585-5544.