Robert Frantz, Senior Vice President, Investment Officer, investment professional, fee-based, bond investing, highly experienced, long tenure, many years of experience

Listening to my client's needs and financial expectations helps me guide their investment decisions.


I am a licensed financial advisor with over 35 years of experience.  I have counseled many of my clients through every stage of life.  I serve clients in Ohio and Gulf Coast areas of Tampa Bay, Sarasota, Ft.Myers and Naples.


You may reach me by calling :  440-808-4513 or 800-262-6564.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

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