Watch This Video To Learn How To Maximize Your Retirement Readiness

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About Frank  

As the owner of Frank C. Filisky, LLC, my focus is to provide comprehensive financial and tax planning advice to retirees for their unique financial challenges. While specializing in personal retirement income planning, I offer my clients the services of being an investment advisor representative of Tucker Asset Management. 

Continually conscious of educating myself to serve my clients better, I have earned the designations of Certified Financial Planner (CFP®), Certified Estate Planner (CEP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). I belong to the Financial Planning Association, the Society of Financial Service Professionals, and the Society of Estate Planners. My undergraduate degrees were in Business and Psychology from Youngstown State University. 

I have been a 17-year member of the Board of Directors of Eastern Behavioral Health Center and a 23-year member of the Board of Advisors of Consumer Credit Counseling, a service which I helped to originate in Youngstown, Ohio. In my own community of Lowellville, Ohio, I have served as Tax Commissioner, the high school’s statistician for football and basketball, and as a sports columnist covering these same events for the local newspaper.

 Running the day-to-day activities of our planning practice is my wife of forty-nine years, Sandie Filisky, a Certified Para-Planner (CPP)**. We have three grown children, Brian, Michael and Stephanie, and five grandchildren, Sophia, Emmitt, Nathan, Ayla and Steven.

Schedule An Appointment for Your Complimentary Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.


We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.

Two Complimentary eBooks

In these eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

Contact Us

Still have questions about your financial future? Our team is here to help. You're one click away from expert answers to your most critical financial concerns.

Address: Frank C. Filisky, LLC 201 S Main Street Poland, Ohio 44514