Business Details
12 Years
experience
Expert Financial Planning Services in East Hanover, NJ
Frankly Financial has been dedicated to empowering individuals and businesses with comprehensive financial solutions since 2014. With over 25 years of experience in the financial and insurance industries, our founder Frank McKinley has built a practice focused on personalized financial planning, retirement strategies, and risk management. We specialize in navigating complex financial landscapes, including IRA rollovers, 529 college savings plans, and long-term care insurance. Our approach combines deep industry expertise with a commitment to understanding each client's unique goals. We maintain partnerships with reputable institutions like Nationwide Planning Associates to offer a wide range of investment and insurance products.Our team stays current with evolving financial regulations and market conditions to provide up-to-date guidance. We emphasize transparency in all recommendations and prioritize long-term client relationships over transactional interactions. Our community involvement through organizations like the North Jersey Chamber of Commerce reflects our commitment to local engagement. We offer educational workshops to help clients make informed financial decisions. Our services are available to clients in New Jersey, New York, Pennsylvania, Florida, Connecticut, Ohio, Rhode Island, and Texas.
Services
Financial Planning
Retirement Planning
College Savings
Insurance Analysis
Estate Planning
Details
- Year established: 2014
Highlights and features
- We offer 25+ years of experience in financial and insurance industries
- Our personalized approach focuses on individual client needs and goals
- We provide comprehensive solutions including retirement, education, and risk management planning
- Our team maintains active community involvement and professional affiliations
- We partner with reputable institutions for diverse investment and insurance options
Associations and certifications
- FINRA
- SIPC
What people say
Expertise in retirement planning
Personalized approach
Comprehensive guidance
Professional demeanor
Community involvement
Services
Financial Planning
Our financial planning service creates customized strategies for clients' long-term financial security. We analyze current financial status, future goals, and risk tolerance to develop comprehensive plans. The process includes retirement projections, tax optimization strategies, and investment portfolio recommendations.
Retirement Planning
Specialized retirement planning focuses on maximizing savings and optimizing income streams. We help clients navigate IRA rollovers, Social Security optimization, and pension distribution strategies. Our approach ensures sustainable income throughout retirement while minimizing tax liabilities.
College Savings
College savings planning develops tailored strategies for education funding. We specialize in 529 college savings plans and other education investment vehicles. Our service balances college funding goals with other financial priorities while maximizing tax advantages.
Insurance Analysis
Comprehensive insurance analysis evaluates clients' protection needs across life, health, disability, and long-term care. We compare policies from major carriers to find optimal coverage at competitive rates. The service ensures adequate protection without over-insuring.
Estate Planning
Estate planning service coordinates financial and legal strategies for asset distribution. We work with legal professionals to implement wills, trusts, and power of attorney documents. The process ensures clients' wishes are honored while minimizing estate taxes.
People
Frank McKinley
Financial Wellness Coach
Frank McKinley, MBA, has 25+ years in financial services. He holds FINRA Series 7, 31, 63, and 65 licenses. A member of North Jersey Chamber of Commerce, he specializes in retirement planning and insurance solutions.
Questions
What financial planning services do you offer?
We offer comprehensive financial planning including retirement strategies, college savings, insurance analysis, and estate planning tailored to individual needs.
Are you licensed to provide financial advice?
Yes, Frank McKinley holds FINRA Series 7, 31, 63, and 65 licenses and is registered in multiple states.
Do you work with out-of-state clients?
We serve clients in New Jersey, New York, Pennsylvania, Florida, Connecticut, Ohio, Rhode Island, and Texas.
What insurance products do you offer?
We provide life, health, disability, and long-term care insurance solutions from major carriers through competitive bidding.
How are your financial planning fees structured?
We offer flexible fee structures including flat fees for financial plans and asset-based management fees for ongoing services.
Do you offer educational workshops?
Yes, we conduct workshops on Social Security optimization, Medicare planning, and retirement strategies through local adult education programs.
