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Frankie Lomas Financial Strategies helps entrepreneurs, business owners, self-employed professionals, and families build stronger financial futures through education-first, personalized planning. For entrepreneurs and business owners, one challenge is clear: you don’t automatically receive many of the financial benefits that often come with a traditional job. I help clients create their own strategy to: • Protect Income & Family • Build Tax-Advantaged Wealth • Create Retirement Income • Reduce Debt & Improve Cash Flow • Protect Their Business • Build Generational Wealth • Preserve a Lasting Family Legacy My mission is to help people discover financial opportunities I wish someone had shared with me years ago—and give them practical strategies they can understand and use. I also collaborate with Realtors, mortgage professionals, CPAs, tax professionals, attorneys, benefits consultants, insurance professionals, and other trusted advisors who want to bring greater financial value to their clients. Through my affiliation with GFI and its nationwide network of licensed financial professionals, I can draw on a broad range of financial institutions, advanced-planning resources, and specialized expertise when appropriate. No one-size-fits-all solutions. Education first, personalized strategies second, and long-term relationships built on trust. How We Got Started After decades of working with individuals and families, I realized how many hardworking people—especially entrepreneurs and business owners—were building successful lives without a clear strategy to protect income, create retirement security, or preserve what they had built for the next generation. Many of these opportunities had never been shared with me earlier in life. That realization became my mission. Today, I help entrepreneurs, business owners, self-employed professionals, and families protect income, build wealth, create retirement strategies, and build generational legacies through practical, easy-to-understand financial education. As that mission grew, I partnered with GFI for access to financial solutions, advanced-planning resources, and a nationwide network of licensed professionals. I also collaborate with Realtors, mortgage professionals, CPAs, attorneys, benefits consultants, and other trusted advisors who want to bring greater value to their clients.