Legacy PlanningIncome PlanningSpouse Replacement IncomeLong-Term Care PlanningEstate PlanningRetirement PlanningMedicare Planning
About Frank Passmore, CFF® CEP™ — Buford, Georgia
Frank Passmore – Certified Financial Fiduciary®, Certified Estate Planner™, Founder of Certified Planners Group
Frank Passmore is a highly respected and experienced retirement planning specialist with an impressive track record spanning over 29 years. Throughout his career, Frank has worked with hundreds of individuals, couples, and families to design and implement customized retirement plans that provide lasting peace of mind. As the founder of Certified Planners Group serving clients in Buford, Georgia, he is dedicated to delivering comprehensive financial strategies built on trust, transparency, and an unwavering commitment to his clients' best interests.
Frank's professional focus centers on four critical areas of retirement planning: legacy planning, income planning, spouse replacement income strategies, and long-term care expense planning. These essential components are often overlooked in traditional financial advice but are vital for creating a retirement strategy that truly ...
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Frequently Asked Questions About Financial Advisors in Buford, Georgia
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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SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.