Hi, I am
Financial Planner
Frank Vestal, a former firefighter with three years of dedicated service, brings his passion for helping others into his role as a financial planner. Known for his expertise in building budgets and setting achievable goals, he is dedicated to educating clients and guiding them towards financial success.
Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Frank is known as the "Working Class Advisor" with a passion for helping others achieve financial freedom, while also being an avid outdoor enthusiast.
I began to see the financial stress my family was under from not understanding money management or investment strategies. This sparked my obsession with learning everything I could about finance, which quickly turned into a passion.
Dedicated myself to learning everything I could about finance, including budgeting, investments, and financial planning.
At the age of 18, I began investing in a Roth IRA and have since amassed over $20,000 in a tax-advantageous retirement account.
Underwent surgery on my right shoulder, which almost ended my firefighting career and caused significant medical debt. My emergency fund and family support helped me stay afloat during this challenging time.
Worked as a firefighter, dedicating myself to serving the community and helping others.
Graduated from Mohave Community College with a degree in Fire Science/Medical, completing the Fire Academy and EMT class.
Saved enough capital to put 20% down on my first home through disciplined saving and budgeting.
Purchased my first home; a daunting process made manageable by careful planning and preparation for unexpected costs.
Drawn by the company's client-focused approach and innovative environment, I am now pursuing my passion for helping others achieve financial goals and attain financial freedom by being a financial planner.
"A dollar with no planned destination can quickly end up in another's hands."
"The quicker you begin investing, the quicker your money will start to work for you."
"Starting your retirement plan in your 30s allows you to leverage time, giving your investments the opportunity to grow and evolve, which significantly enhances your ability to meet and exceed your retirement goals."
Having witnessed financial struggles firsthand, Frank understands the importance of preparing for future educational expenses. Frank's disciplined approach to budgeting and investing, proven through his own financial milestones, equips him to guide clients in creating effective college savings plans. He is committed to educating clients on the best strategies, ensuring they make informed decisions to secure their children's educational futures.
With a strong background in financial planning and a personal journey marked by disciplined saving and effective budgeting, Frank is well-equipped to assist clients in managing their finances. He focuses on creating realistic, achievable budgets that align with clients' financial goals. Frank's hands-on approach and dedication to financial education ensure that clients not only gain control over their cash flow but also develop the skills needed for long-term financial stability.
Drawing from his extensive knowledge and personal experience in disciplined investing, Frank provides clear, actionable advice on diversifying assets to balance risk and return. He works closely with clients to understand their financial goals, risk tolerance, and time horizons, ensuring their portfolios are strategically aligned for growth and stability.
Frank focuses on ensuring clients are well-prepared for their future by assessing individual needs and goals, tailoring retirement plans that provide financial security and peace of mind. His approach is rooted in education, guiding clients through every step of the process and ensuring they understand the strategies employed to achieve a comfortable retirement.
Frank's own experience overcoming significant medical debt gives him a unique perspective and empathy towards those facing similar challenges. Frank works closely with clients to create tailored plans that prioritize debt repayment while balancing other financial goals. By focusing on education and practical solutions, he empowers clients to take control of their financial situations and achieve lasting freedom from debt.
“The team is very knowledgeable and pleasant to work with!”
