Financial Advisor and Wealth Channel Contributor
With over 25 years of extensive experience, including over 3 years at a reputable Certified Public Accounting Firm, Frank’s unique ability is demonstrating how goal minded individuals can protect, preserve and grow a lifetime income stream which can overcome reduced purchasing power, rising taxes, health care costs, and market volatility – and be able to safely transfer their wealth within their family or business.
In addition, Frank enjoys helping friends and clients gain greater clarity, confidence, and freedom in their personal and financial lives… while using his creative problem solving abilities in a personalized manner with passion, reliability, and integrity!
Frank taught and moderated courses on Foundations of Financial and Senior Planning for the American College’s accredited student programs. He is also a frequent industry speaker, author, and guest expert on the Wealth Channel (the nation’s leading source of financial education for advisors) where he’s covered such topics as IRA/401K distribution strategies, behavioral investing, lifetime income planning, retirement risks, understanding Roth IRAs, and “values based” planning. In addition, Frank meets with many of our senators and congressional leaders each year on Capitol Hill to present many clients’ most important financial concerns and why our political leaders need to protect certain tax favored saving vehicles, retirement benefits, and wealth transfer strategies which can have a dramatic impact on many families, retirees, and business owners.
Frank Lojewski is a registered representative and investment advisor representative of M Holdings Securities.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Atlas Advisory Group, LLC is independently owned and operated. 0390-2016.
Featured on Real Wealth®
Live Long and Prosper
March 21, 2016
Are your clients saving enough retirement money for 20, 30, or even 40 years? Help them enjoy that hard-earned retirement money by promoting a healthy lifestyle in…Listen
Is your life boat packed?
July 9, 2018
Are you sick of your clients not planning for their futures because they’re listening to lunch room talk? On this episode, MDRT Member Frank Lojewski…Listen
5 Financial Misconceptions
January 23, 2017
Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…Listen