
David Frolicstein
Frolicstein Financial Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: President
Offering advice since: 1985
Areas of expertise:
- Annuities
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
Further information about David Frolicstein:
David L. Frolicstein CFP has served as owner of Frolicstein Financial Solutions Group, Inc. since 1985.
Dave is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with Dave is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Dave can provide is a roadmap to working toward a more secure financial future.
Compensation and Fee Structures:
Fee and/or commission.
Licenses, Certifications & Affiliations:
In 1987, David earned the designation of CFP. He is also a life and qualifying member of the Million Dollar Round Table with Court of the Table and Top of the Table qualifications. Dave is past President of the Fox Valley Estate Planning Council and past President of the National Association of Insurance and Financial Advisors Dupage, IL.
Education:
In 1978, he received his degree in education from Northern Illinois University. He received his Masters degree in 1979, also from Northern Illinois University
Will provide references upon request?
Yes
Further information about Frolicstein Financial Inc.:

(Size of firm: 0-9 advisors)
Frolicstein Financial Solutions Group, Inc. is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
* Will I be able to retire early?
* How much money will I need in order to retire?
* How can I get the most out of my 401(k)?
* Should I have a traditional IRA or a Roth IRA?
* How can I maximize the return on my investments while reducing risk?
* How can I "inflation-proof" my investment income?
* Do I need disability insurance? Long-term care insurance?
* How can I ensure that my children receive as much as possible from my estate?
* What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. Frolicstein Financial Solutions Group, Inc. is committed to you for the long term.
Contact Information for David Frolicstein
Phone: (630) 262-1818
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Address for David Frolicstein:
1797 W. State Street
Suite A
Geneva, IL, 60134
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