Frank Akridge Jr  CFP® CKA

WHAT WE DO:
 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. Social Security planning is more important than ever and we specialize helping individuals and families optimize their Social Security benefits and make informed retirement decisions. Social Security is a critical part of financial planning, and I'm here to ensure that people get the benefits they deserve. If you or someone you know has questions about Social Security strategies please contact me asap.

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 some of your funds in a tax-free bubble, create investment and protection strategies, and  optimize  Social Security benefits and make informed retirement decisions.  

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 fakridge@optiviseria.com  or 4047389234

For mortgage loan origination in Texas      frank@lendevity.com     9453446904

Financial Planner

I assist individuals, families, and business owners in identifying and implementing financial strategies that give them the best opportunity to achieve their financial goals. I am an IAR with Optivise RIA. My 20+ years of experience and my network partners enable me to offer "out of the box" thinking and solutions to the financial situations we address. 

If you having more money than month, buying back some time, and or not outliving your money in retirement is of concern to you…….. message me back now. My 25yrs as a CFP® RSSA and the experts on my team are at your service. Here is an article that might be of value to you
and your COI.     http://bit.ly/46Hd0SG

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I work with partners to help folks implement financial strategies for their financial journey, especially Social Security planning, allowing them to focus on more important issues. Frank is an IAR with Optivise RIA.

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