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 Neal Frankle, Founder |
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 Your financial plate is full - and that's an understatement. You've got to get your kids through college, save for your retirement and make sure health issues (for yourself or your aging parents) don't derail you while you are at it. On top of all this, there's this summer's vacation, next year's wedding, the car that needs to be replaced and other needs to pay for. More importantly, you want to feel safe, informed and in control of your finances. Right now, you might be feeling a bit overwhelmed and even frightened. We know exactly how you feel. At age 17, Neal Frankle, our founder, was in a very frightening financial situation. Both his parents had passed away while Neal was still in High School. He took a very small insurance settlement to a financial advisor. He was hoping to get help invest this small pittance in a way that would help him get through college. What he got instead was self-serving advice that served the broker first and foremost. The account was churned and burned. It was horrible. But this experience made a deep impact on Neal and helped him really understand what its like to be in a tough situation with limited resources and almost no financial understanding. As a result, our firm has no tolerance for brokerage firms telling us what to sell to our clients. That's why we don't work for them - we work for you. We built our $80 million dollar business around the principle that your interests come first. Today, small business owners, highly paid employees, retirees and those planning on retiring turn to WRG with their life savings and we take that very seriously. We may not be the largest firm on Wall Street, but when you become a client of Wealth Resources Group, you become part of our family and we treat you that way. Ready to join our family? Get your free phone consultation today! |
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Wealth Resources Group | 2945 Townsgate Road, Suite 200 | Westlake Village, CA 91361 | 818.889.6700 | Driving Map | Investment Blog |
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