Services
Helping You Navigate Life’s Biggest Financial Moments
Frank Bugh offers a full suite of services tailored to individuals and families facing key transitions. Every plan is customized—never cookie-cutter—and built with integrity, experience, and flexibility.
Core Services
Retirement Planning & Income Strategies
Prepare for the future with confidence. Frank helps you transition from saving to spending in retirement with sustainable income strategies.
Investment Management
Guidance rooted in decades of market experience, customized to your goals and risk tolerance.
Estate & Legacy Planning
Protect what you’ve built. Coordinate with your legal and tax team to help ensure a smooth and intentional transfer of assets.
Life Transition Support
Specialized guidance for divorce, widowhood, inheritance, or other major life changes. Frank brings clarity, care, and experience to emotionally charged seasons.
Tax-Sensitive Financial Planning
Work alongside your CPA to implement strategies designed to minimize taxes and maximize wealth preservation.
Business Owner Services
From retirement plans to succession planning, Frank helps entrepreneurs build and exit businesses with confidence.
Independent Flexibility
As an Independent Advisor with Raymond James, Frank is not limited by corporate sales goals. He can access nearly every type of investment or insurance solution to match your needs.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Check the background of this investment professional on FINRA’s BrokerCheck.