Tax PlanningRetirement PlanningFixed AnnuitiesIndexed AnnuitiesRetirement Income Planning
About Frank Gutta, CPA, PFS — Davie, Florida
Over 30 Years of CPA Excellence
Frank Gutta, CPA, PFS, has been a practicing CPA for more than 30 years, working with a national CPA firm before starting his own practice in 1985. Frank specializes in Tax and Retirement Planning, and he is passionate—and experienced—in helping seniors and boomers retire in a safe and secure way by minimizing market risk and protecting retirement savings.
Four Bucket Planning Approach
The biggest fear that many people in or near retirement face is the fear of outliving their money. As a firm believer in a four bucket planning approach, Frank ensures that each of his clients is diversified, protected, and has all their financial needs covered.
Protecting Your Life Savings
Frank regularly works with clients to protect life savings from stock market losses and to create income streams that can not be outlived. He is the author of Safe Retirement Roadmap, as well as Must-Know Tax Tips for Small Business.
Partnership with NFL Hall of Famer Fran Tarkenton...
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Frequently Asked Questions About Financial Advisors in Davie, Florida
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
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What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.