Frank J. Lojewski, MSFS, CLU, AEP, LUTCF, ChFC
- Masison & Main Advisors
- New Jersey
- www.madisonmainadvisors.com
- flojewski@madisonmainadvisors.com
- (610) 517-1926
Frank Lojewski is a partner of Madison & Main Advisors – a member firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving affluent professionals, retirees, and business owners.
Frank taught and moderated courses on Foundations of Financial and Senior Planning for the American College’s accredited student programs. He is also a frequent industry speaker, author, and guest expert on the Wealth Channel (the nation’s leading source of financial education for advisors) where he’s covered such topics as IRA/401K distribution strategies, behavioral investing, lifetime income planning, retirement risks, understanding Roth IRAs, and “values based” planning. In addition, Frank meets with many of our senators and congressional leaders each year on Capitol Hill to present many clients’ most important financial concerns and why our political leaders need to protect certain tax favored saving vehicles, retirement benefits, and wealth transfer strategies which can have a dramatic impact on many families, future retirees, and business professionals.
In addition, Frank enjoys helping friends and clients gain greater clarity, confidence, and freedom in their personal and financial lives… while using his creative problem-solving abilities in a personalized manner with passion, reliability, and integrity!
LICENSES & ACCREDITATIONS
- Master of Science in Financial Services (MSFS)
- Chartered Life Underwriter® (CLU)
- Accredited Estate Planner® (AEP)
- Life Underwriter Training Council Fellow (LUTCF)
- Chartered Financial Consultant® (ChFC)
AREAS OF EXPERTISE
- IRA/401K Distribution Strategies
- Lifetime Income Planning
- Retirement & “Values Based” Planning