Rose Marie Frank

Rose Marie Frank

Cornerstone Financial Group
10801 Mastin Boulevard, Suite 550
Overland Park, KS 66210

Phone: (913)345-8200
Fax: (913)345-0945
E-mail:

Rose Marie assists Financial Planners in creating fee-based financial plans for clients. The plans can be either a master plan, which address most or all of the following issues, or a situational plan covering only one or several of these topics. 

-        Estate and wealth preservation
-        Risk Management: Life, disability and long-term care
-        Retirement planning
-        Investment analysis
-        Educational funding
-        Business succession planning
-        Employee and executive benefits
 
Rose Marie has over eight years of experience in financial services. Prior to joining New England she was case manager in the financial planning department of another insurance company where she help developed fee-based plans for high net worth clients throughout the United States where her fields of expertise were business succession and estate planning.
 
Her career has been dedicated to working in the financial service arena. She graduated from the University of Kansas with a degree in mathematics and began her financial career as a commercial lender for one of Kansas City’s largest bank holding companies. She left banking to work for a boutique investment banking company that specialized in mergers and acquisitions for micro-cap companies. In the interim Rose Marie obtained an MBA from Keller Graduate School where she received the national Kogan-Rollhaus Award for excellence in creating a written business plan.