Life and Money.com

Frank Sisco's Financial Services :

This financial website section pertains to Frank Sisco's services, including personal financial advisory, tax planning and preparation, and advice on investments and insurance, using the methods of "ideasmoney financial planning" (getting people "extra money" via creative financial strategies, leading to a better life if the money is used well) and "sensitive financial services" (providing services in a personalized, holistic, honest and simpler way) Any investment-related market information on this website is given as merely as examples or to illustrate a point, an idea or an interrelationship with other data, and are not offers. Furthermore, this data is not current and should not be in any way relied upon.
Photo in June 2006	Photos from a few years ago

My Services Grid

I suggest using all 3 of my services to get the best results. For detailed information about each service category, just click the gray buttons below that have the underlined words. For example, if you are interested in exploring #2 - Financial planning strategies that create "extra money", then click on the underlined words in the gray box under #2 and this will transfer you to the pertinent web pages.

*Category of service>>*	# 1 Taxes and accounting	# 2 Financial planning and strategies that create "extra money"	# 3 Investments and Insurance
How I'm paid>>	Fees based on hours	Fees are usually dependent on the amount of "extra money"created by strategies (on a "guaranteed-satisfaction" basis).	Commissions are based upon a percentage of the amount invested or the premiums paid.
*Who is* *involved>>*	Frank Sisco CPA, or Sisco & Honigman, LLP	Financial Management Corporation (a Registered Investment Advisor), owned by Frank Sisco Click here for copy of Form NY ADV (Official registration application filed and accepted by The State of New York	Registered representative with Walnut Street Securities, Inc. (wholly-owned Metropolitan Life Insurance Company), member of NASD and SIPC) (Call Frank for more information) and licensed agent with several insurance companies
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Other financial planning information

1. About Sisco's Services and Questionnaires and Forms To Fill Out
2. About IdeasMoney (SM) Financial Planning for CPAs
2a. Overview, including why CPAs are ideally-suited and the basic steps in doing IdeasMoney (SM) Financial Planning
2b. Flyer / Invitation for 12/6/2000 CPA Conference at The Crowne Plaza, White Plains, NY
2c. Diagram of Fundamentals of IdeasMoney (SM) Financial Planning

Please note that Financial Management Corporation and Frank Sisco, CPA, PFS are entities separate from Walnut Street Securities, Inc. , member NASD and SIPC.

Walnut Street Securities, Inc. does not offer tax or legal advice.

Walnut Street Securities, Inc. branch office is located at 30 Mill Road, New Rochelle, NY 10804 (Tel - 914.740.44227)