SUMMIT FINANCIAL SOLUTIONS
 Mission: We
can’t really be valuable to our clients until we value them,
and we can’t value them if we don’t know who they are.
Frank P. Backe' is an estate planning specialist with Summit Financial
Solutions in Frisco, Colorado. Licensed in securities, insurances,
conse4rvative investments and long-term care solutions since 1991,
Frank continues to work closely with Colorado seniors.
Since moving his business to Colorado in 1995, Frank has conducted
hundreds of presentations on various topics of interest to seniors,
including estate planning and trusts, fixed annuities, long-term
care solutions and, most recently, savings bond issues.
Having been involved in administering a number of revocable trusts,
Frank noticed that U.S. Savings Bonds were an investment that many
people made mistakes with. Bonds were often titled improperly or
didn’t have beneficiaries. In addition, bond owners never seemed
to know the value of their holdings, the current rate of return or
when their bonds stopped paying interest. The first savings bond
seminars were presented in June 2002 and the response ever since
has been overwhelming. Today the bond seminars continue to draw good
audiences.
Frank Backe conducts educational and informative seminars on savings
bonds for various organizations. He is also available to conduct
programs on retirement and estate planning as well as trust issues.
Frank is a Certified Estate Planner (CEP) and a member in good standing
of the National council of Certified Estate Planners as well as the
National Association of Christian Financial Consultants. Born in
Stuttgart, Germany, Frank now lives in Frisco, Colorado with his
wife and children.
Services
Financial Planning:
- Retirement Planning
- Roth IRA
- Traditional IRA
- Profit Sharing Plan
- Individual 401(k)
- SEP IRA
- SIMPLE IRA
- Salary Deferral
- 529 Plans
- Coverdell Savings Plan
- Asset Allocation
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Trust Planning:
- Revocable Living Trust (RLT)
- Catastrophic Illness Trust
- Children’s Trust
- IRA/Qualified Plan Trust
- Insurance Preservation Trust (ILIT)
- Qualified Personal Residence trust (QPRT)
- Beneficiary Trust
- Charitable Reminder Trust (CRT)
- Charitable Lead Trust
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Bond Tracking:
- Tracking Cash Value
- Total Interest
- Current Interest date
- Next Interest Posting
- Interest Stops
- Monthly/Quarterly Statements of US Savings Bonds
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Senior Advice:
- Elder Care
- Elder Law Information
- Estate Planning
- Long Term Care
- Reverse Mortgages
- Charitable Annuities
- Charitable Giving
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Wealth Creation & Protection:
- Estate Planning
- Retirement Planning
- 412 (i) Plans
- 419 Plans
- ESOPS
- Family Ltd. Partnerships
- LLC in all 50 Stattes
- Self Directed IRAs
- 501c(3) Non-Profit in all 50 states
- Family Foundation
- Generation Transfer
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College Financial Planning
(College Funding of the Rockies,
Inc.):
- Tax Advantaged College Planning
- College Search and Career Profile
- EPC Calculations and recommendations
- Financial Situations Analysis
- Complete Financial Aid Forms
- Student Aid Report follow-up
- Award Appeals
- Complete Student Loan forms
- Formulation of the best plan to pay for college
- Mortgage Refinance
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Summit Financial Solutions |
Alamosa Office
609 Main St. Suite 113
Alamosa, CO 81101
719-522-8744
1-800-440-5902
Fax 970-668-5861
Email: frank@summitfinancial.us
Web: www.summitfinancial.us |
Carbondale Office
1326 Highway 113, Suite 270-G
Carbondale, CO
970-389-4975
Email: frank@summitfinancial.us |
Frisco Office
699 Summit Blvd, Unit K
PO Box 4788
Frisco, CO 80443
970-688-5902
800-440-5902
Email: bondtracker@vail.net |
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