Frank Orlando started his career in financial services in 2004. In 2009, after watching his parent’s retirement plans crumble because of poor guidance and insufficient planning, Frank Orlando made a change in his career to focus on advising clients in financial matters. Frank’s father was born in 1942 and his mother in 1943. While his father was due to retire in 2008, he decided to wait for his wife to retire the following year so they could enjoy their small trailer home on the Jersey shore together. The entirety of their retirement savings was in their 401ks.

On October 9, 2007, the market peaked and their plan looked on track until the crash on March 9, 2009. The next few months were very stressful and they didn’t hear much from their retirement account advisors. When they did they were simply told to stay the course. On top of that, they weren’t appropriately diversified for their life-stage or approaching retirement because their stock/bond ratio was far too risky.

Frank’s parents were set to retire in June 2009 but that never happened. Instead, they lost over 55% of their retirement funds, had to postpone their retirement, and continue working for an additional four years. In that time, the combined stress of their financial predicament and their increasing age lead to declining health and quality of life forcing them to sell their trailer home. Decades of working towards retirement were destroyed in seventeen short months.

Watching them go through this changed Frank’s focus and led to the creation of TruStone Wealth Management. Although he couldn’t change what happened to them, Frank became driven to help others avoid this fate through intentional financial and retirement income planning that employs technology for informing, educating, and collaborating with clients.

Using this method we create a financial roadmap specific to you and your goals. We then help you follow the map all the way to the finish line. It is as simple as that. We often see people complete 99% of this strategic process only to let the plan sit on the shelf unused. At TruStone, our belief is that the price of progress is the pain of change. All the hard work is done, the easy part is to start and to do that you need a partner you can trust.

TruStone = TrustOne