My name is Frank Lehane. I’m the president & founder of my own independent California-registered Investment Advisory. Because of some painful lessons we all suffered through in 2007-2008, I designed my business to be independent in 2011. Let’s face it, my clients’ and my confidence in the financial principles we learned had failed to deliver the certainty and progress we yearned for. Realizing this, it made no sense to keep doing the same things I and many others were taught over and over expecting a different result.
I believe that every tax-paying American should have the opportunity to keep 10’s if not 100’s of thousands of dollars for themselves and their family that before they would unknowingly let slip away from them in excess fees, expenses and taxes. I am excited to be able to educate clients how Safe Savings Options can multiply wealth and transform what we all were told were liabilities into assets.
My burning desire is to help people be more in control of their wealth than ever before where they can determine for themselves how to use that wealth as efficiently as possible using the same proven strategies wealthier people have been using for over a hundred years.