FOCUSING ON TRUE WEALTH
What are the things in your life that are more important than money? Your answer to this question outlines the horizon over which every financial strategy should be built and measured.
For me, the answers have been shaped over three decades of experience…
If you feel we have common ground to explore together, I invite you to contact my office at your earliest opportunity. Each year, for the benefit of our existing clients, we accept a limited number of new client relationships. Our initial meeting “The Way of Discovery” will help us both explore whether the potential exists for a long term relationship.
Frank Leyes, ChFC
Women and wealth have a special relationship, and women, widowers, and divorcees have specific challenges and needs. This instant online seminar explores these and suggests solutions to meet these challenges and needs.
Are you ready for retirement? Will you be ready for retirement? My instant online seminar explores the factors you need to address. many of them will surprise you! INCLUDES FREE GUIDE: THE 12 KEY QUESTIONS EVERY RETIREE MUST ANSWER
Social Security is a complex, sometime daunting subject. In this instant online seminar, I cover the essentials every person should know. INCLUDES FREE GUIDE: THE 44 SOCIAL SECURITY SECRETS EVERY RECIPIENT SHOULD KNOW