About

Frank Finly is a retirement planning expert with over 15 years of experience helping individuals and families navigate the complexities of retirement planning and tax optimization.

Before founding Frank Finly Financial, he spent a decade at Summit Wealth Partners, a boutique retirement advisory firm, where he developed his expertise in 401(k) and IRA management, Social Security optimization, Roth conversion strategies, and early retirement planning. Frank has helped hundreds of clients develop personalized retirement strategies that balance growth, tax efficiency, and income security.

Frank is passionate about making financial planning accessible and understandable for everyone, breaking down complex topics into actionable guidance.