Frank Rekas, Cpfa Email & Phone Number

Most advisors start with a product to sell.We start with a person to serve.We believe that risk management and wealth management go hand in hand. You can't have one without the other.My team and I focus on building you a roadmap to your financial future, by connecting with you emotionally and getting to the heart of the matter.We follow a five step process that focuses on you, your goals, and your dreams.Working with Law firm owners, partners and professionals, we focus on asset location planning, which can help you reduce your tax liability risk.By building your plan on a solid foundation of risk management solutions, you'll be able to confidently grow your wealth so you can live your life with abundance and the dignity that you and your family deserve. We've been told by our clients that they work with us because we care about them, treat their situation with confidentiality, and educate them in order to provide them the confidence they need to make their financial decisions. Our ultimate goal with every client is to build a lifelong relationship. Our clients become our friends, and because of our work together, we become that trusted resource to them and their families. You're going to love the way we work....we know it.To learn more about our process and how we can work together, please give me a call at: 954-253-5508or email me at frank@palmwealthpartners.com

Listed skills include Retirement Planning, Wealth Management, Long Term Care Planning, Business Succession Planning, and 9 others.

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  University Of Illinois Chicago