Personal Financial Planning from FranklyFinancial.com
The 2013 Five Star Wealth Managers are a select group, representing less than 2 percent of the wealth mangers in the New Jersey area.
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 your 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 investment professional 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 or an important business trip, an investment professional 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!
Investment Professionals 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 investment professionals help reduce the likelihood of many self-defeating actions like: chasing returns, following the herd, and buying high and selling low.
Frank McKinley is a registered representative and life advisor working mainly in New Jersey through Nationwide Planning Associates, Inc., an independent securities broker/dealer. He is also an independent life and health insurance agent with Nationwide Planning Associates. Due to the independence offered by this relationship, he is able to put you first in his practice as your investment professional.
Not all investment professionals 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 an investment professional at an “independent broker/dealer”.
Independents must be affiliated with an FINRA member firm, but this unique relationship permits them to maintain the 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 highly competent staff in Paramus, 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 affect short, medium and long-term goals, and an investment professional can help you determine your goals and detail a road map for your financial success.