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We Help You Plan, Save,

& Enjoy Retirement

Not everyone’s retirement plan is the same. We specialize in building you a comprehensive plan that fits each and every one of your needs.

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What We Do
We Create Lasting
Connections, & Strategies


At Frank S. Shimkus, Jr., Wealth Management & Tax Planning, we are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

We are Client Centered

We are Client Centered

Our business is built on a foundation of thoughtful client relationships.

Retirement <br/>Planning

Retirement
Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role.

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Investment <br/>Management

Investment
Management

You’ve made investments your whole life. Work with us to help make the most of them.

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Tax <br/>Planning

Tax
Planning

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Life
<br/>Transitions

Life

Transitions

We all have life transitions such as divorce, death, retirement, & new job. Frank S. Shimkus, Jr., Wealth Management & Tax Planning can assist you in moving forward.

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Get Ready For Retirement

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Our Three Step Process

At Frank S. Shimkus, Jr., Wealth Management & Tax Planning, we like to keep things simple.

Step 1

Step 1

Step 1
Discovery Call

We create strategies that are tailored to your needs and goals.

Step 2

Step 2

Step 2
Build Your Plan

Years of experience have prepared us to guide you through your life transitions.

Step 3

Step 3

Step 3
Monitor & Aim for Growth

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Resources
Educational Library

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

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The Facts About Income Tax

The Facts About Income Tax

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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

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We Want To Hear

From You

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