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Retirement Planning

   

 

Learn about your options by turning to a professional in financial planning - a Certified Public Accountant and Chartered Global Management Accountant, and in retirement planning - a Chartered Retirement Planning Counselor (CRPC).  We can provide you with an understanding of complex pre- and post-retirement issues.  From helping you maximize sources of retirement income to guiding you through investments, we will effectively identify and analyze what you should do today to ensure a secure tomorrow.

Get Expert Advice​



The advice of an objective financial professional, such as a Certified Public Accountant and a Chartered Retirement Planning Counselor, may help you enjoy the retirement of your dreams.  We can evaluate your financial status and design the optimal retirement plan for your lifestyle.  Get the knowledgable advice you need on issues such as planning for asset management, health care, beneficiary designations, income tax considerations, estate planning, and more.

 

We can even help you determine the best time to retire or assist you in expanding on the plans that you have already made.

 

In addition to having the CRPC designation,

Robert Frank is also a licensed,

Certified Public Accountant, and is a

Chartered Global Management Accountant.

Support the Retirement Lifestyle  You Envision​



Whether retirement seems a long way away or is already a reality, today's changing times require us to think about the future now.  Planning for retirement at any stage of your life means analyzing your needs and wants, and evaluating them according to what your financial situation will allow.​  From there, you will need up-to-date information to plan a retirement that will let you consistently maintain your lifestyle.

 

Preparing for retirement can seem like a monumental task, especially if you are still working or are just now finding out that your pre-retirement preparations were not adequate.

 

No worries, just give us a call to start...

 

650.690.1289 (Robert's cell phone #)

 

 

 

CRPC Mark​



To be entitled to use this mark, candidates must sucessfully complete the specialized program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct.​

 

Standards of Professional Conduct:

 

  • Integrity

  • Objectivity

  • Competency

  • Confidentiality

  • Professionalism

 

All CRPC designees must sign a commitment to ongoing continuing education to ensure that they receive up-to-date information about current issues impacting the area of retirment planning.

 

 

 

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