Our Firm

Every investor has a risk number. Do you want to know your Risk Number?  Do you want to know what Risk Number your current portfolio is? Do you want to know what Risk Number your portfolio needs to be to reach your retirement goals? Frolicstein Financial Wealth Management uses a process to answer all these questions as part of our planning services, and this service is provided to current and prospective clients free of charge.  This entire and valuable process may be accomplished from the comfort of your home if you prefer. 

We are an independent full-service financial firm committed to helping people pursue their financial goals. Our planning process helps clients identify their needs, wants and wishes so they may enjoy retirement to the fullest potential with long term confidence.



We welcome your call to 630-262-1818 or email to info@frolicsteinfinancial.com