The Attorney’s Financial Playbook: Wealth, Risk, And Succession With Frank Rekas
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The Attorney’s Financial Playbook: Wealth, Risk, And Succession With Frank Rekas
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This Episode features Frank Rekas, CPFA, Partner and Financial Planner with Palm Wealth Partners based in Boca Raton, Florida.
Frank is responsible for financial planning, disability insurance, specializing in attorney and business owners planning, life insurance, and long-term care at his company. Besides the finances, he is all about hockey, baseball and Chicago! Mr. Rekas calls himself "The Tax Whisperer for Law Firm Owners".
Here, we discuss The Attorney’s Financial Playbook: Wealth, Risk, And Succession. We focus on Frank's career background in financial services, how he started working with attorneys and chose that niche, and we cover the following areas: tax planning, risk management, investment management, and retirement planning (individual and corporate).
For more information about Frank Rekas and Palm Wealth Partners, visit here:
Website: https://palmwealthpartners.com/why-choose-us/
LinkedIn: https://www.linkedin.com/in/frankrekas/
Facebook: https://www.facebook.com/p/Frank-Rekas-1082207644/
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"It's Time For Moore Injury Funding" Podcast features some prominent figures in the world of Law, Medicine, and Legal Injury Funding.
https://open.spotify.com/show/6fcDL7bLTCsZEGxIkN6JHW