20+ Years as an Independent Certified Financial Planner

  • 220 Clients and Their Families *
  • Over $125 Million Client Assets *
  • Neal's Unique Background Proving Trust & Responsibility
* As of 7-Nov-2018, Subject to change at any time
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And many more

People I Like Working With

Retired & semi-retired people

Neal helps people create reliable investment income they can count on. This way they can enjoy all they've worked so hard to achieve.

Divorced & Widowed

People experiencing abrubt changes in their lives often find themselves in financial turmoil. Neal specializes in helping people in this situation put their finances on track so they can have the security and freedom they really want.

Business owners & highly paid employees

Self-employed people and highly paid employees work with Neal to put a plan in place to make work optional down the line.

People planning their retirement

If you want assistance planing your future, look no further. Neal has been helping people do that more than 30 years. He often finds that slight shifts can make a huge difference for his clients.

Why Should You Trust Neal?

I know what it's like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account. It was horrible. But this experience made a deep impact on me and helped me really understand what it's like to be in a tough situation with limited resources and almost no financial understanding. This motivated me to help others by offering clients a comprehensive range of investment and financial planning services that are customized to clients' needs.


Meet Neal

Neal Frankle is dedicated to making sure his clients and their families don't experience unnecesary financial pain.
Read Neal's story

The Mission

Neal Frankle CFP(R) helps people arrange their finances so they can fully enjoy life and stop worrying about money.
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