Frank Akridge Jr CFP® CKA's Linkedin Analytics

WHAT WE DO: In the last couple of years, we have experienced unimaginable change... from the way we had to change our workday... to how we were able to interact with our friends and family... It's definitely been a lot to handle! And today, many professionals, executives, and business owners like you are feeling uncertainty, pressure, anxiety, and stress both at home and at work. Building wealth, planning your future retirement, and creating a legacy should be a top priority for most executives, professionals and business owners. However, it is hard to plan ahead when there are plenty of other more immediate financial concerns and distractions. While some say they are on track with their financial planning, not all are confident or ready for retirement. Oftentimes long working hours coupled with life adjustments and managing other personal and family responsibilities, it can be easy for executives, professionals, and business owners to feel overwhelmed and frustrated. As a business owner and investor, I know how time can slip by ultimately leaving little time to take care of our future plans. I’ve spent years helping executives, professionals, and business owners... educating them about all options available that will align their plans and work with their goals and dreams. At the same time, I take my role as a fiduciary seriously to thoroughly uncover any inefficiencies and gaps in your current plan, using a process of data gathering, education and implementation. HOW WE DO IT: I’ve discovered, tested, and validated strategies and solutions that not only allow you to grow your funds in a tax-free bubble, they also do so with a performance engine that can outperform the market in good times and lose less during times of trouble (with an option to not lose anything at all!) These same strategies have allowed my family, and now, my friends and clients the opportunity to enjoy a far more abundant, richer, memorable, and rewarding retirement. WHO WE WORK WITH: Business Owners, Professionals, and Executives who want to take back control of their Money and Wealth And live the Lifestyle of their dreams. Email [email protected] or 4047389234