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Today we discuss the role of a Financial Advisor and how you might benefit from this relationship.

The role of a financial advisor is to sort through the world’s financial news, geopolitical news and market activity and to distill it down to what’s most relevant to you. Because the advisor is familiar with your personal and professional goals and financial situation, he is able to provide customized and actionable advice to have a positive impact on your life.

Equally important, the advisor will know what information to not share with you, because often much of the day-to-day news flashes in and out of the news cycle and has no relevance to your present needs.

Ultimately, by having a financial advisor on your team, you can comfortably return to what’s most important to you in your life,—your work, your family, your favorite activities, and trust in your advisor to bring to your attention what’s most relevant at the appropriate time.

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Frank Financial Advisors is an independent Registered Investment Advisory Firm (RIA) specializing in financial planning, retirement planning and investment portfolio management. We are a fee-only investment advisor.

We create comprehensive financial plans and retirement plans for our clients while also managing their investment portfolios as fee-only investment advisors. Additionally, our clients receive advice related to a wide range of important financial matters such as creating college savings plans, setup and rollover of retirement accounts, estate planning, tax planning, business ownership, most types of insurance, home refinance questions, and for special events such as weddings, funerals and elderly care.

We serve clients nationwide from our headquarters in Carlsbad, California, in North County San Diego. We serve the local communities of Oceanside, Escondido, Encinitas, Rancho Santa Fe, Vista and San Marcos.

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