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Testimonials
client testimonials
Hear from others
We understand choosing someone the best financial partner for you is a significant decision. Hearing from those who have walked in your shoes can offer reassurance and confidence. Check out some of our client testimonials below.
"When I was planning my retirement from the Federal Government in 2020, I had both a pension and a TSP, but I was still concerned about the long-term stability of my TSP, which was heavily invested in the S&P 500. According to the Office of Personnel, I was projected to receive about $2,200 monthly from each account—but I worried about the risks ahead.
I had known Frank from our time working together while he was serving in the NJ Army National Guard. I trusted him because he’s straightforward, honest, and grounded in common sense. When I expressed my concerns about retirement planning, he met with me, listened closely, and helped design a strategy for my TSP, long-term care, and ensuring my funds would be protected for my beneficiaries.
Four years later, I can confidently say that following Frank’s advice was one of the best decisions I made. I now receive more income than I would have had I stayed in my original retirement plan and I’ve been able to purchase a second home in Florida, travel comfortably, and enjoy life with peace of mind.
Even now, I still call Frank when I need guidance. Thanks to him, I feel secure and confident about my financial future."
- Jackie Cefaloni
"Before working with Frank, we felt somewhat adrift when it came to our retirement planning. Our previous financial advisor rarely checked in with us, and we had let our retirement accounts sit unchanged for years. We weren’t following any particular advice—just hoping things would work out.
Having known Frank as our Medicare advisor for several years, we trusted him. He had always been attentive and genuinely cared about our well-being, so when he offered to review our retirement investments, we didn’t hesitate. Given the excellent service he provided us in the past, we were confident he would bring the same level of care to our financial future.
Frank helped us understand our options in straightforward, easy-to-grasp terms. He presented different strategies to grow our income and made sure we received the highest available buy-in bonus. Since partnering with him, our income has increased, and our investments are continuing to grow and we no longer worry about losing money due to market corrections.
Today, we feel at peace knowing Frank is managing our retirement. We’re confident in our financial direction and would absolutely recommend this process to others—you won’t regret it."
- Carole & Phillip H.
"I first met Frank after attending a workshop with a friend who didn’t want to go alone. I wasn’t expecting much—but I’m so glad I went. I decided to meet with Frank for a second opinion and to find out if I was unknowingly paying hidden fees.
From that first meeting, I felt confident I was in good hands. Frank took the time to address all my concerns and explained everything in a way that made sense. We're now working together to shift my portfolio toward a more conservative strategy as I prepare for retirement.
Not only is my money growing, but it’s also protected from unnecessary taxes. I feel much more secure about my financial future thanks to Frank's guidance."
- Gladys M.
"We were overwhelmed and unsure who to trust after seeing our investments hit hard twice by the market. Frank’s workshop stood out—he explained things clearly and backed it all with real data. What convinced us was seeing consistent growth with no losses, even in down markets. A year and a half later, our portfolio is growing steadily, and we feel much more confident about our future. Frank is honest, ethical, and truly trustworthy—we highly recommend meeting with him, even just to get informed."
- Linda & Steve P.
"Before meeting Frank, I had been retired for over a decade. I had taken a pension cash-out and worked with a local advisor who did well initially, but as life and the economy changed, I grew uncomfortable—especially with suggestions like a reverse mortgage. Wanting to revisit our strategy, I began exploring new options.
After attending one of Frank’s seminars, we were impressed by his honest, no-fluff approach. In our first meeting, he came well-prepared, reviewed our details thoroughly, and clearly explained where we stood—what could be improved, and what was no longer changeable. He projected long-term impacts like inflation and offered realistic solutions, including a phased plan using a newer product that aligned with our goals.
Eventually, I moved a major portion of my retirement savings based on his advice—no penalties, better stability, and protection against market shifts. Frank's patience, responsiveness, and transparency earned our full trust. We highly recommend working with him."
- John & Anna P.
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We offer a specialized planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.
