David Frank

About David Frank

My primary focus is working with professionals and small business owners, helping them transform their financial future allowing them to retire early without the fear of running out of money in retirement. Having worked with professionals and small business owners in a variety of different roles over the years, I have spent years learning what they need from a financial perspective and how to help them organize and prioritize their financial goals. The most common problems most business owner\'s encounter: • Hefty tax bills • Fluctuating monthly income • Being able to retain top talent • Building assets outside of their business Are you a small business owner or professional who has been laser focused on your career or growing your company and have not had a chance to look at your overall financial future? Chances are you are busy fighting fires and dealing with new challenges that come with running your business/career. Most business owners and professionals spend long hours growing their business or career, but lose sight of their personal financial freedom. As a result, they unintentionally end up working more years than they planned. Have you thought about the following: •Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to? •Are you using all tax efficient methods to ensure you are using all your hard-earned business income towards your personal future plans? •Have you thought about business succession and how that impacts your taxes, cash flow and transition to retirement? •Do you know how to manage income prior to 59 1/2? •What are the different ways I can be taxed on company stock compensation? •Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn like 2008? These are some of the many problems that I help my clients solve. I serve each client individually, always keeping their best interest as my top priority. And because every client and family is unique, I have an established process to help them create realistic goals and implement personalized strategies to help accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of your business growth and your life. If you need help with this, feel free to reach out at D••••••••@edwardjones.com For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2022 — Present

   Skills: Life, Accident, and Health Insurance. Series 66, Series 7, Securities Industry Essentials (SIE)

Education

• Westminster University

  Bachelors of Science, Business, Finance

  2000 — 2005

Skills

• Portfolio Management
• Reuters 3000
• Business Development
• Microsoft Office
• Finance
• Strategic Planning
• Access
• Consumer Lending
• Marketing
• Management
• Forecasting
• Powerpoint
• Risk Management
• Credit Analysis
• Sales Management
• Financial Analysis
• Real Estate
• Microsoft Excel
• Sap
• Commercial Lending
• Loans
• Credit
• Investments
• Crystal Ball
• Sales
• Banking