One of Dr. Frank's Educational Workshops

The Financial Planning Puzzle

At Pelican Wealth Advisors, education is our main priority.  Dr. Frank was a college professor in his early career and has never lost his passion for teaching. We believe that an "informed client" is essential in understanding the "trade offs" between "beating the market" vs "achieving your life's goals and purpose" via a written financial plan. Therefore, we invite you to invest some quality time in viewing the educational videos below because experience tells us that our "happiest" clients are our "informed clients"!

Income Plan

Investment Plan

Tax Plan

Medical/Health Plan

Estate Plan