Creating A Fraud Prevention Gameplan

As we enter the age of artificial intelligence, fraud prevention will play a more vital role in our lives. It's not a matter of “if” scammers will try to get you and your loved ones money, it is a que... ...more


August 04, 20237 min read

Creating A Fraud Prevention Gameplan

How to get your credit cards working for you… An interview with a credit card points wizard

Cut up those credit cards! Stay out of debt! Only pay cash! Isn’t that is what we’ve heard for many of years now? Although that might be good advice for a few of us, there are definitely some advantag... ...more

Financial Planning

October 03, 20228 min read

How to get your credit cards working for you… An interview with a credit card points wizard

An Undeniable Force of Nature

“To achieve a goal you have never achieved before, you must start doing things you have never done before.” - Chris McChesney ...more

Financial Planning

October 03, 20229 min read

Common Tax Errors To Avoid

Our extended tax season is coming to a close, bringing a time of paperwork and planning to millions of Americans. In 2017, the Tax Cuts and Job Act (TCJA) became law, vastly changing the U.S. tax syst... ...more

Financial Planning

October 03, 202210 min read

Cashflow Management

Cash flow management is the cornerstone of all financial planning. It is omnipresent in all areas of financial planning. It is the alpha and omega. Think that you won’t need to manage cash flow once ... ...more

Financial Planning

June 02, 20207 min read

What do you want to do more of/less of this year?

Before we dive into what I recommend doing financially at the beginning of a new year, it’s important to keep in mind why we do financial planning. I fully believe that a strong financial plan is the ... ...more

Financial Planning

November 18, 17128 min read

What do you want to do more of/less of this year?

What people say about us.

Here are some comments from our beloved clients

"You should work with Alan Franks because he cares. He cares about your wellbeing. He cares about your family's wellbeing. He cares about your future probably as much, if not more than you do, and he's just a joy to work with."


"I think the most important thing and the reason that I like Alan and his approach is that it's all about creating value for us and it's working with us to come up with what that unique value is for our insurance planning and risk management needs."


The testimonials offered are of select clients only and may not be representative of all client experiences.

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