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Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firms are independent and non-affiliated.

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This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analyst and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

When you link to any of these websites provided here, you are leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.  Calculators are provided only as general self-help planning tools.  Results depend on many factors, including the assumptions you provide and may vary with each use and over time.  We do not guarantee their accuracy, or applicability to your circumstances.  Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. 

pete franz, CFA, CFP®

216-910-4019
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Pete has been in the financial services industry since 2007, and is a Chartered Financial Analyst (CFA) holds the CERTIFIED FINANCIAL PLANNER ™ certification. 

 

Pete applies a comprehensive approach to wealth management for his executive and entrepreneur clients – including strategic asset allocation*/location, investment risk management, estate distribution and tax minimization techniques and income administration for retirees.

Pete sits on the boards and investment committees of several civic organizations.  He lives in Chagrin Falls with his wife Molly and three children – Peter, Charlotte and Sam (and yellow lab Charlie).

*Asset allocation or diversification do not guarantee a profit or protect against a loss.