Frank Lysee

Frank Lysee

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Specializing in Health Insurance Benefits. Committed to helping you understand and maximize your health, life, disability and medicare insurance options.

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Wealth management firm| Independent broker dealer |Equitable Advisors 12/11/2024

Why Equitable Advisors? Grow your business with the mentorship and support of other experienced financial professionals.

Wealth management firm| Independent broker dealer |Equitable Advisors See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

Wealth management firm| Independent broker dealer |Equitable Advisors 11/13/2024

Why Equitable Advisors? Experience the earning potential that comes with working as a wealth management associate.

Wealth management firm| Independent broker dealer |Equitable Advisors See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

10/23/2024

Did you know you can supercharge your retirement savings? Learn all about catch-up contributions and how to make the most of them. Boost your retirement planning today. Let’s evaluate your plan to make the most of your hard-earned money and secure a brighter tomorrow, contact me today.

Catch-up contributions: How to boost your retirement planning Learn about catch-up contributions and how they can help boost your retirement planning.

Plan your retirement early: Why starting now matters 10/16/2024

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out this article to learn why the sooner you start planning your future, the more benefits you'll find. From compound interest to tax breaks-- your future self will thank you. I'm here to help you get started; let’s connect today to schedule a call.

Plan your retirement early: Why starting now matters Learn why early career retirement planning matters, tips on compound interest and tax-advantaged accounts, and keys to budgeting, saving, and investing.

Charity or Scam? How to Ensure Your Donation Makes a Difference 10/16/2024

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a difference, rather than line the pockets of scammers. Talk to your financial professional to learn more.

Charity or Scam? How to Ensure Your Donation Makes a Difference Between the ubiquitous bell-ringing volunteers outside grocery stores and the posh fundraisers trying to take advantage of fourth-quarter generosity,

Retire Smart: Balance Debt & Savings 10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Retire Smart: Balance Debt & Savings Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

Future-Ready: Saving for Your Child’s Education Success 10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

Future-Ready: Saving for Your Child’s Education Success You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

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10/10/2024

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!

How to find financial freedom on your road to retirement | Equitable 10/09/2024

Start planning for retirement now to help secure your financial freedom in the future. Learn how you can maximize your savings by contributing to your retirement plan consistently. Learn more.

How to find financial freedom on your road to retirement | Equitable The earlier you can connect with a financial professional, the sooner you can start your journey towards financial freedom.

Discover a fulfilling career at Equitable 10/09/2024

Why Equitable Advisors? Discover a fulfilling career where you can determine your own work-life balance.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

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Boca Raton, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm