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Frolicstein Financial Wealth Mgmt.
David Frolicstein, CFP®
630-262-1818
info@frolicsteinfinancial.com
Welcome to Frolicstein Financial Wealth Mgmt. ESTD. 1986

Frolicstein Financial Wealth Management  is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I maximize the return on my investments while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. 

We provide a full range of financial services to individual investors, including:

  • Wealth Management

 •  Professionally Managed Portfolios
 •  401k Plans
 •  Risk management
 •  Investment planning
 •  Group Employee and Employer Benefits
 •  Retirement planning
 •  Estate conservation
 •  College funding

Rollovers from retirement plans or IRA plans.

Fee Only Financial Planning available. 

We also provide business financial services, including employee and executive benefits.

 

Frolicstein Financial Wealth Management is committed to you for the long term.

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Securities offered through Ausdal Financial Partners Member FINRA/SIPC  5187 Utica Ridge Road Davenport , Iowa 52807 563.326.2064 www.ausdal.com Frolicstein Financial Wealth Management and Ausdal Financial Partners are independently owned and operated. David L. Frolicstein CFP®, Investment Advisor representative of Ausdal Financial Partners, a Registered Investment Advisor in the State of Illinois

This communication is intended for individuals residing in the states of, CAFL, IL, CO, VT, AZ, NV and WI. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.

 

 

 


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