Your Safe Retirement Roadmap

Safe retirement planning tailored to meet your financial goals.

Experience & Knowledge

Frank Gutta has served clients as a CPA and financial professional for more than 35 years. He maintains multiple licenses, designations, and certifications, and is committed to continual improvement.

A System That Works

We have developed an approach that produces consistent results and helps our clients achieve retirement security and tax savings. Learn more about our 4-bucket planning system.

A Culture of Caring

We appreciate every single client and strive to be a trusted resource for all financial needs. We are involved in and deeply committed to our local community here in the Fort Lauderdale area.

Check Your Retirement Readiness With Journey Guide!

Our powerful Journey Guide tool shows you how much you can safely spend in retirement, and whether you're on track to enjoy retirement on your terms. Take this free, 5-minute assessment to see where you stand.

Frank Gutta, CPA, PFS

With over 35 years experience, Frank Gutta is all about his clients and strives to be their go-to person for all their financial needs.

Learn what makes Frank's approach unique - and effective.

Your Safe Retirement Roadmap

Do you want to learn how you can: 

  • Never ever run out of money in retirement?
  • Master the unique and effective 4 Bucket System?
  •  Never ever lose money in the Stock Market while getting good returns?
  • Use the Pension Protection Act to help pay for Long Term Care?
  • Avoid the Retirement Danger Zone?
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What Our Clients Say

"Frank Gutta & Co brings harmonic management to each client situation; thus avoiding possible financial chaos. He and his company exercise fiduciary stewardship over client’s investments with the same prudence as if it were his own. They embrace a long term watchfulness and concern for each account relationship."
- B.G. Clayton, Plantation, FL

"Frank is my go-to guy, he has helped me and many of my clients over the years to handle wide-ranging tax and financial situations."

- William Watson Trick, Jr. PA, Pompano Beach, FL

 

"I would like to say thanks on behalf of myself, my partners, and all of our companies, for the great service you and your staff have provided us over the years. The honesty and Integrity of you and your firm goes beyond the norm."

- Peter Jago, Hollywood, FL

"I have been retired for quite a few years and I was always concerned about stock market losses. Frank showed me a way to never have to worry about that! Even in the 2008 crash, I lost nothing and I get my check month after month like clockwork. Frank has given me peace of mind."

- Manual Monteiro, Fort Lauderdale, FL

Ready to create 
a more secure retirement?