Our planning solutions are tailor made to meet your income goals in a secure, protected manner.  We proudly serve our local Miami community in Broward County, Fort Lauderdale, Boca Raton and across the remaining 49 states outside of Florida in the United States.

We have been helping people secure returns of 8% compounded or 10% simple guaranteed, find out how you can too.

Frank Gutta, CPA financial planning services include:

• Retirement planning – We are partnered with Fran Tarkenton to provide safe retirement solutions to businesses and individuals including retirement investment plans, pensions and annuities
• Retirement plans for small businesses
• Reverse mortgages
• Employee benefit plans
• Estate planning
• College savings planning
• Profit Sharing  and 401(k) plan documents
• Qualified  retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Annuities
• Life insurance
• Trust planning and charitable gifting
• Business exit strategies