Dale Frank

Dale Frank entered the insurance and financial services industry in 1979 with a specific vision: Enable clients to keep their hard-earned assets by helping them learn to balance market risk while still growing their retirement savings.

Dale recognizes the importance of preserving assets accumulated for retirement and the need for revisiting asset allocations as clients transition from working into retirement. He employs a host of time-tested strategies designed to help protect retirees’ life savings, avoid paying unnecessary fees and create tax efficiency.

Additionally, Dale helps federal and state employees understand their retirement benefits. He also helps inform clients of the intricacies of Social Security optimization as a cornerstone to their retirement income strategy.

Dale has passed the Series 63, 7 and 6 securities exams and is a Registered Representative. He holds his Life & Health and Property & Casualty licenses in several states. He regularly conducts seminars and workshops about the importance of a proactive retirement strategy and the potential challenges that may arise in retirement.

Dale Frank is not aliated with the U.S. government or any governmental agency