Living Life with Peace of Mind



Save Time For What's More Important:






Enhance client's financial well-being, success, security, & happiness.

Depending on data set(s) and unique customer dimension(s) accomplish short & long-term goals.

•Address complex projects, manage risk, & other elements. Elevate integrated financial, estate, & tax planning.

Review and recommend solutions, while continuing to elevate services.
​

Enrolled agent tax practitioner with the IRS,

please visit https://thervo.com/pros/profile.


Trusted advisor, ACPMA instructor, accredited financial counselor with multi-licenses, certifications, degrees, credentials, & designations.



Previous projects include property management, contracts, procurement, acquisitions, real estate, quality assurance, and facilities project management.


DSB offering holistic approach in professional services.


Comprehensive authoritative knowledge and skill in the integrated taxation, tax planning and preparation, emphasis on financial coaching at the safety and comfort of your home.


What's your most concern right now?

Have you taken all the steps to prepare?

How confident are you of the future?

From a scale of 1 to 10, 1 is low & 10 is high, how do feel about your financial situation right now?

Do you recognize you need help?

Would you like to be in a better place?


Elevating financial strategy(s)with smart solutions coming along side to help with client's happiness and financial well- being.

Through innovation, lifelong learning, continuous improvement. Attract, trigger interest, adapt to change, sustain growth, exceed each client expectations, by providing consistent outstanding client experience.


Professional services as an important resource for knowledge, information, advice, & recommendation:


1. Personal finance solution(s) may include but not limited to Life insurance, Annuities, living benefits, Tax sensitive investments, Mortgage lending, Tax planning, Preparation, Retirement planning, Living trust & Estate planning.

2. Business finance solution(s) may include but not limited to Business consulting integrated tax approach with Operations, Finance, Accounting, HR, Sales, Marketing, Employee benefits.

3. Accredited financial counselor, Money management, Debt management, Savings & Retirement, Credit management, unemployment, & managing financial risk.

Periodically enhance core values to keep clients coming back through deep, meaningful, strategic long-term relationships.


I consider my clients, family! and family is what it's all about.


Client centric, needs-based approach, positioning & differentiating, dialed in to elevate consistent client experience.

Assess the problem(s), use good judgement & arrive with the concluding recommendation(s) enhancing personal finance & business finance services.

Continuous improvement skills in planning, analysis, and problem solving through project management, financial coaching, integrated holistic solutions in alignment with client's short & long-term goals.


Vision is to deliver best value and sustainable growth, meeting clients where they are and more important where they want to be.


Enjoy success today with peace of mind. With a better future and a brighter tomorrow. Together stronger, many parts, but we are one.

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American Investors Company



SERVICES:

Mission: "My purpose is to give them a rich and satisfying life and that they might have life more ​abundantly."

Why important:
Loans and Acquisitions, Taxation and tax planning, Savings and debts. Small business concerns, income and expenses, debt management, Personal and business finance - Due to future uncertainty(s), how prepared are you today? please call, if you recognized needing help?

Certification: Contracts, Taxation, Project management, Financial accounting, Financial planning, Real estate finance, American crisis prevention and management .

Personal finance areas:
Why not Save and invest - what are the 4 different Savings categories? what questions and concerns do you have about savings and your future? emergency fund, college education fund, retirement planning, real estate and major purchases. What do you know about, diversification with investments and protection portfolios, income tax, mortgage loans, credit cards, student loans. What's your strategy on savings, and risk management?

Why start caring about your finances today? what have you done for your retirement? What are the "Areas of concern for your future", connect now, my email at the bottom of this page. Why not take an important step in the right direction & be better prepared.

Why must your “Financial House” be in Good order? What happens if you do not have a solid foundation? or if your walls not strong? and/or your roof leaks?

Why plan for the future now - The process of wealth Creation to wealth Distribution. Do you have a living trust? when was the last time reviewed and updated? please tell me, what are the latest important financial update(s) and strategy(s)? In your own words, please clarify the difference between income tax, gift tax, and estate tax?





PERFECTION IS ACHIEVED NOT WHEN THERE IS NOTHING MORE TO ADD, BUT WHEN THERE IS NOTHING LEFT TO TAKE AWAY.



License Information and Important Disclosures:





All insurance transactions conducted under California Insurance License Number OC41971. Securities services offered through American Investors Company, member FINRA/SIPC, 2440 Camino Ramon, Suite 103, San Ramon, CA 94583, 925 866-2882. American Investors Company and Frankel Delossantos are licensed in California and may only transact business in that state. If you do not reside in California, we will not attempt to transact securities for your account unless and until we are licensed in your state. For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com. Securities services offered through American Investors Company, member FINRA/SIPC, For email communication on securities related matters, contact fdelossantos@aicrep.com. Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials. Frankel Delossantos may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, trust preparation (Retireco Estate Planning Co), real estate and mortgage brokerage services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities services provided by Frankel Delossantos through American Investors Company.



Psalms 91





1 Those who live in the shelter of the Most High will find rest in the shadow of the Almighty. 2 This I declare about the LORD: He alone is my refuge, my place of safety he is my God, and I trust him. 3 For he will rescue you from every trap and protect you from deadly disease. 4 He will cover you with his feathers. He will shelter you with his wings. His faithful promises are your armor and protection. 5 Do not be afraid of the terrors of the night, nor the arrow that flies in the day. 6 Do not dread the disease that stalks in darkness, nor the disaster that strikes at midday. 7 Though a thousand fall at your side, though ten thousand are dying around you, these evils will not touch you. 8 Just open your eyes, and see how the wicked are punished. 9 If you make the LORD your refuge, if you make the Most High your shelter, 10 no evil will conquer you no plague will come near your home. 11 For he will order his angels to protect you wherever you go. 12 They will hold you up with their hands so you won’t even hurt your foot on a stone. 13 You will trample upon lions and cobras you will crush fierce lions and serpents under your feet! 14 The LORD says, “I will rescue those who love me. I will protect those who trust in my name. 15 When they call on me, I will answer I will be with them in trouble. I will rescue and honor them. 16 I will reward them with a long life and give them my salvation.”