Frank Summers, Certified Financial Planner
Insurance Financial & Investment Services Finance & Insurance Business & Professional Services
As a gay man, I understand the unique needs and challenges of the LGBTQ+ community.
• Retirement Planning
• LGBTQ+ Finances
• Holistic Financial Planning
• Family Creation
• Planning for Unmarried Couples & Single People
• Small Business Needs
• Special Needs Planning
• Environmental/Socially Conscious investing (ESG)
There’s never a charge for a consultation. Currently, all discussions are conducted over Zoom. Call me at 704-459-4646, or set up a discussion directly. Click here to select a time that is convenient for you .
Cetera Investors is the marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Small Business Member