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Frank Urban

Charleston, South Carolina


About Frank Urban

Helping people plan a secure financial future > REDUCE YOUR TAXES > CUT YOUR INVESTMENT COSTS > PLAN YOUR RETIREMENT > MEDICARE SOLUTIONS MADE EASYWE HELP OUR CLIENTS CONSERVATIVELY MANAGE THEIR INVESMENTS AND MAXIMIZE THEIR RETIREMENT INCOME.FRANK URBAN is a well-known financial speaker and educator in Charleston, South Carolina, and is President and Founder of The URBAN Advisory Group LLC, A Registered Investment Advisor, URBAN Healthcare Solutions For Seniors and is a Federal Employee Benefits Specialist. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. For over 30 years Frank has been advising retirees and pre-retirees, including past & present employees of the U.S. Government, Veterans and their families, and many past and current owners and employees of local businesses as well as those from out of the area who choose to relocate to Charleston.He is/has been a member of the National Ethics Bureau, an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. Frank has lectured widely on financial topics, hosted a Safe Money and Retirement Radio Show on WTMA 1250AM and speaks regularly to investors in greater Charleston and the surrounding areas. He attended Northeastern University and served in the United States Marine Corps. Frank has 4 children, 9 grandchildren and 9 great-grandchildren and lives West of the Ashley with his wife Donna. Office: (843)556-7400 Email: [email protected] Cell: (843)729-8667

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Published Content and Articles Featuring Frank Urban

Articles By Frank Urban

The Quarterly Sales of Fixed Annuities Have Reached an All-time High

The Quarterly Sales of Fixed Annuities Have Reached an All-time High

The U.S total sale of annuities grew from 16% to $79.4 billion to the U.S LIMRA's survey of Annuity Sales...

Annuities are becoming more available as the years go, but before getting in, future buyers should explore a bit

Annuities are becoming more available as the years go, but before getting in, future buyers should explore a bit

Millennials are coming under fire because of not managing their finances, as well as other generations.However, in this article, we...

Lump-Sum Annuity

Lump-Sum Annuity

One of the most misunderstood components of federal retirement policy is the "lump-sum option," often known as an "alternative kind...

All About Bonus Annuities

All About Bonus Annuities

A bonus annuity gives a premium bonus or a first-year interest rate bonus. Premium bonuses are linked with fixed index...

How Can You Tell Whether a Fixed Indexed Annuity Is the Best Option for You?

How Can You Tell Whether a Fixed Indexed Annuity Is the Best Option for You?

You have several options for how to structure your retirement fund as you retire. Having a fixed index annuity is...

Would it be wise to put money into an annuity?

Would it be wise to put money into an annuity?

Annuities are a common type of retirement income security product. You might be able to add on features and riders...

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