Frank Passmore, CFF® CEP™

Owner, CEO at Certified Planners Group, LLC

Buford, Georgia

Quick Answer

Frank Passmore, CFF® CEP™, Owner, CEO, is a licensed independent financial professional at Certified Planners Group, LLC in Buford, Georgia with 15+ years of experience. Specializing in Legacy Planning, Income Planning, Spouse Replacement Income. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Frank Passmore, CFF® CEP™ in Buford, Georgia

Phone: 770-355-9686 | 770-605-9375

Email: [email protected]

Website: https://frankpassmore.com/

Areas of Expertise in Buford, Georgia

Legacy PlanningIncome PlanningSpouse Replacement IncomeLong-Term Care PlanningEstate PlanningRetirement PlanningMedicare Planning

About Frank Passmore, CFF® CEP™ — Buford, Georgia

Licensed Independent Financial Professional · 15+ Years Experience · SafeMoney Certified™

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 protects and supports individuals and their loved ones throughout every stage of retirement.

As both a Certified Financial Fiduciary® and a Certified Estate Planner™, Frank is held to the highest ethical and professional standards in the financial industry. He strictly adheres to a fiduciary standard, meaning that every recommendation and product offered is selected solely because it serves the best interest of the client—not because of incentives or commissions. This client-first approach sets Certified Planners Group apart from many traditional financial planning firms.

Frank takes pride in providing a no-pressure, highly educational experience for those exploring their retirement options. He and his team take the time to truly get to know each client, understand their values, goals, and concerns, and walk them step-by-step through the planning process. Clients are encouraged to take the time they need to make informed decisions and are never rushed or pushed into action. The result is a collaborative partnership that puts the client in full control of their financial future.

At Certified Planners Group, Frank has cultivated a reputation for delivering clarity, compassion, and results. His deep understanding of retirement income strategies, estate preservation, tax-efficient distribution methods, and long-term care solutions makes him a valuable guide for those seeking a secure and confident retirement.

Whether you're five years away from retirement or already enjoying your golden years, working with Frank Passmore means working with someone who genuinely cares about your future. His extensive experience, ethical integrity, and personalized service make him a trusted advisor for individuals and families across the country.

Contact Frank today to discuss your retirement planning needs in Buford, Georgia.

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Frequently Asked Questions About Frank Passmore, CFF® CEP™ & Financial Advisors in Buford, Georgia

What services does Frank Passmore, CFF® CEP™ offer?

Frank Passmore, CFF® CEP™ at Certified Planners Group, LLC offers Legacy Planning, Income Planning, Spouse Replacement Income in Buford, Georgia. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Frank Passmore, CFF® CEP™ SafeMoney Certified?

Yes, Frank Passmore, CFF® CEP™ is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.