Utilizing the Financial GPS
Guide your family toward a more secure and prosperous future, while enjoying a financially confident life now
Navigating and growing your future financial plans can be a challenging endeavor, filled with complexities and uncertainties.
The fluctuating nature of financial markets, evolving tax laws, and the wide array of investment options can make it difficult to build a strategy that ensures long-term security and growth.
Without clear guidance and a solid understanding of economic principles, it can be easy to feel overwhelmed and uncertain about the future.
We can help you create a prosperous future by building a solid financial foundation and guiding you towards growing your wealth.
Our comprehensive approach ensures that you make informed decisions, tailored to your unique goals and circumstances.
We guide you on your journey, developing strategies to reduce taxes, minimize market volatility, and with additional protection, so you can live a more fulfilling and prosperous life.
This is where the Financial GPS comes into play.
The Financial GPS
We are all familiar with GPS technology, we use this tool almost daily when navigating to an unfamiliar destination. The Financial GPS will provide you with the answers to the four financial questions necessary to help you remove the uncertainty and pressure from your future financial plans
By answering a few simple questions about your present financial position, we can calculate where your current financial journey is heading
Step 1:
Empowered Goals
Understanding your Present Financial Position
Introducing the Personal Economic Model
Determine What Do You Want to Accomplish
Step 2:
Next Level Roadmap
Securing your Income Stream
Incorporate Tax Planning Strategies
Minimize Stock Market Volatility
Step 3:
Ongoing Development
On Going Monitoring and Adjustments
Legacy Planning for Children & Grandchildren
Creating a Comprehensive Financial Network
Download your complimentary guide today!
Qualified Plans: Pay Me Now or Pay Me Later
Navigating the Complexities of Qualified Retirement Plans
What qualified retirement plans are
The possible benefits you could experience from these plans
Finding balance in financial planning strategies
Frank Fauble
CLU®, ChFC®, CFS®
Growing up in Bellefonte, Pennsylvania, Frank learned the importance of helping others from his parents, who ran the Fauble Insurance Agency for over 40 years, emphasizing "Personal Service".
After graduating from Penn State University, Frank pursued his passion for finance, earning designations including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He's dedicated over 30 years to the Circle of Wealth organization and serves as a Certified Mentor with Money Trax, Inc.
Outside of work, Frank enjoys nature, especially running, biking, and hiking. For most of the past thirty years, he has run the Pittsburgh half marathon annually, and he's completed two full marathons. He also loves hiking in New Mexico and Colorado when visiting his son, finding peace and adventure in the mountains.
In every aspect of his life, Frank strives to guide others towards financial stability and a more fulfilling existence. With the Financial GPS in hand and a heart full of compassion, he's dedicated to empowering his clients to lead more peaceful and prosperous lives, embodying the values instilled in him by his family and upbringing.
Are you ready to create a more fulfilling and prosperous life?
Our Office
266 Pheasant Ridge Road
Lewisburg, PA 17837
Give us a Call
570 428 2161
Email us
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Registered representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital, Inc. a Federally Registered Investment Advisor.
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