Personal Financial Planning
from FranklyFinancial.com
| Personal financial planning includes more than most people
realize. Financial consultants like Frank McKinley are experts in the many
aspects of financial planning thanks to special training and support services
from their broker/dealer and the companies they represent. |
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Personal financial planning is more than just stocks and bonds
Are you buying your first home? Do you
need a new car? Have you considered how to fund your
child’s education or
retirement? Personal financial
planning includes saving and investing
for a variety of things. Risk management - where best to invest your money and
prevent loss - is a key part of personal financial planning. Frank McKinley will
help ensure you are earning a high return but not at the cost of a good night’s
sleep. A good personal financial plan by a reputable financial consultant also
encompasses managing the risks of life itself with various types of insurance
ranging from Life, Health and
Disability to Long-Term Care Coverage. With
all the choices available, effective personal financial planning requires a
methodical process for evaluating them.
In our current volatile market, many
self-directed investors have sought professional financial planning services. A
common misconception is that only wealthy people need to work with a financial
planner – this is not true. Just as you would have a travel agent help plan your
stress-free vacation, a financial consultant is imperative to help you plan for
a stress-free future.
If you would like help with financial
planning, and understanding the somewhat confusing terms of the industry, FranklyFinancial.com and Frank McKinley can help!
Financial consultants are knowledgeable in industry methods
 Your
business or personal financial planning goals can be easily developed or
fine-tuned by determining your current financial situation, your risk tolerance
and your time horizons. It’s not a complicated process, but could be difficult
to accomplish on your own. The objectivity offered by professional financial
consultants help reduce the likelihood of many self-defeating actions like:
chasing returns, following the herd, buying high and selling low
Frank McKinley is a registered representative and life advisor working
mainly in New Jersey through
Cadaret Grant &
Co., Inc. , an independent securities broker/dealer. He is also an
independent life and health insurance agent with the Cadaret Grant Agency. Due
to the independence offered by this relationship, he is able to put you first in
his practice as your financial consultant.
Not all financial consultants are the same
Unlike employees with brand name
brokerage houses, banks or insurance companies, Frank McKinley can shop around
for the product or policy best suited to your needs. He is your personal
financial planning consultant, dedicated to you, not the firm. This is the main
benefit of working with a financial consultant at an “independent
broker/dealer”.
Independents must be affiliated with an
NASD member firm, but this
unique relationship permits them to maintain that high level of objectivity that
serves you best. They are independent business people who are able to offer
their clients more choices and the highest standards anywhere.
In New Jersey, Frank McKinley should be your choice
 While
licensed in five east coast states, Frank McKinley centers his practice in
Northern New Jersey. With an office in East Hanover and a large support team at
the regional headquarters in Mt. Arlington, NJ, he is able to meet clients at
either location, or at your location of choice.
You've probably heard that the only
sure things in life are death and taxes. Frank McKinley thinks we should add
change to that mix since our needs and plans are constantly changing. We all
need to adjust to changes in our lives, including our financial lives. These
adjustments often include short, medium and long-term goals, and a financial
consultant can help you determine your goals and detail a road map for your
financial success.
Let’s
plan for your future.
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