William Frankenstein is dedicated to the highest level of personal client service as well as life experienced advice. William Frankenstein received his B.A. degree in Political Science from Widener University. William Frankenstein later earned CERTIFIED FINANCIAL PLANNER TM (CFP®) designation issued by Certified Financial Planner Board of Standards, Inc. William Frankenstein is an active member in the community and participates in the Financial Planning Association and is active with Shriner’s Children Hospitals and Hope Connection. With over 35 years of experience in the Financial Services industry, William Frankenstein has received corporate recognition as a leader’s conference producer. In his spare time, William enjoys golf, magic, and spending time with his grandchildren.

Services:

Education Funding Strategies
Mortgage Protection (through life
insurance and disability income insurance)
IRA Consolidation/Rollovers
Pension Payout Alternatives
Estate Conservation Strategies Pension Transfer/Rollovers
Mutual Funds
Tax Sheltered Annuities, 403(b) Plans
Fixed & Variable Annuities
Charitable Giving Strategies
Disability Income Insurance
Long-Term Care Insurance
Medicare Supplement Coverage
Term Insurance
Universal Life Insurance
Variable Universal Life Insurance
Whole Life Insurance