Frank Beedle

Background

About Frank Beedle

As a fiduciary and a registered Investment Advisor Representative, I've helped retirees and those nearing retirement with critical financial concerns for over a decade. My goal is to help retirees avoid costly mistakes by trying to minimize the complicated decisions they may face. I'm a professional in Medicare-related coverages, helping clients understand how they work and which is the best fit for the way they doctor - which is critical to help protect assets from one of the greatest threats a retiree can face. I also help retirees think through their Social Security claiming decisions, coupling mathematical facts with projected income needs. I offer services in Retirement Planning, Investment Management, 401(k) & IRA Rollovers and Conversions, Life Insurance & Long-Term Care, Tax Planning, Estate & Legacy Planning, Social Security, and Required Minimum Distributions. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Stearns Retirement Group and Sound Income Strategies, LLC are not associated entities. Stearns Retirement Group is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.