Frank J. Lojewski, MSFS, ChFC, CLU, LUTCF, AEP®
Frank is a partner of Atlas Advisory Group, LLC – a member firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving affluent professionals, retirees, and business owners.
With over 20 years’ experience, Frank’s true mission and specialty is demonstrating how goal minded and values based individuals can protect, preserve and grow a lifetime income stream which can overcome purchasing power risk, rising taxes, increasing health care costs, and continued market volatility… while being able to transfer wealth within their family and business.
Frank also finds one of his clients’ most gratifying experiences is helping them gain greater clarity, confidence, and freedom in their personal and financial lives – and using his creative problem solving abilities in a personalized way with passion, reliability, and integrity!
The American College, Bryn Mawr, PA − MSFS, CLU, AEP, ChFC
St. Joseph’s University, Philadelphia, PA − BS in Accounting and Finance
Professional Active Associations:
National Association of Insurance and Financial Advisors (NAIFA)
National Estate Planning Council (NEPC)
Million Dollar Round Table (MDRT)
Leadership for Advanced Life Underwriting (AALU)
Lifetime Member of MDRT
Other Industry Contributions:
Frank taught courses on Foundations of Financial and Senior Planning for the American College’s student programs. He is also a frequent industry speaker and special guest expert on the Wealth Channel where he’s covered such topics as IRA/401K distribution strategies, behavioral investing, lifetime income planning, retirement risks, Roth IRAs, and “values based” planning. In addition, Frank meets with many of our senators and congressional leaders each year on Capitol Hill to present many clients’ most important financial concerns and why our political leaders need to avoid taxing certain tax favored saving vehicles, retirement benefits, and wealth transfer strategies for protection of our clients’ families and businesses.