Neal Frankle, CFP ®

I know what it’s like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account. It was horrible. But this experience made a deep impact on me and helped me really understand what it’s like to be in a tough situation with limited resources and almost no financial understanding. This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients’ needs. Neal Frankle

Neal has written 1031 awesome article(s).


Let’s say you set up a living trust.  Are you sure your assets are in that trust?  Many people specify assets they want included in the trust in the document itself but that doesn’t mean a thing.  When that happens they set themselves up for big headaches. The problem is that people think  everything is set [...]

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I was introduced to Rhonda this week. She’s a nice lady who unfortunately lost her husband last April. She was being smart and working hard at putting her life back together. Maybe a little too hard. She was spending enormous amounts of time on her finances. Her stress level was at an all-time high. Maybe [...]

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Let me get right to it. You should never worry about retirement. Never. Life is too short to waste time worrying. This is not to say you shouldn’t think about your financial future. Quite the contrary. No matter how young you are, it’s always good to plan ahead.  But you shouldn’t worry about it. Redefinition [...]

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What most people do when they are about to get fired is worry a lot and take no action.  That is not a good strategy because it leaves your future in some else’s hands.  If you are in this unenviable position it’s time to think and act outside the box.  Here are 4 steps you [...]

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My experience tells me that the questions we ask determines where we end up in life. There is really no more cogent influence on our thinking and circumstances than the questions we formulate and ask. I don’t know about you, but I’m convinced there are 4 kinds of people: Those who think they don’t really [...]

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Are you ready to get married? You and your love muffin may have all the emotional and spiritual success stars lined up. But if you don’t have a little financial glue, the chances of sticking together over the long-run aren’t great. Here are the 10 questions you both need to answer in order to know [...]

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