Frank Anthony Ulloa - Financial Advisor

Frank Anthony Ulloa - Financial Advisor Financial Advisor at Mutual of Omaha My financial journey began at the University of Texas Rio Grande Valley, where I earned by bachelor's degree in nursing.

This educational background not only honed my skills in navigating challenging scenarios and community effectively but also instilled in me a solid foundation in ethics. With a genuine desire to make a positive impact in people's lives, I transitioned into the financial industry. As a financial professional, I specialize in life, disability, long-term care, and various other products, providing co

mprehensive insurance strategies and protection for my clients and their loved ones. I go beyond the conventional role of selling polices by offering personalized guidance and supporting, ensuring my clients comprehend their coverage options and can make informed decisions. My goal is to deliver value by tailoring investment and insurance solutions to meet the unique needs and circumstance of each individual or family, providing some peace of mind and financial stability for the future. Clients appreciate my proactive approach, clear communication, and dedication to find appropriate solutions for their financial needs. Hailing from McAllen in the heart of the Rio Grande Valley, I bring a deep understanding of the local community. While the majority of my clientele resides in Texas, my services extend to California, Nevada, Louisiana, and many other states, ensuring comprehensive coverage and support in these various locations. Rooted in a family-run enterprise that serves as a cornerstone of our community, I adopted values of integrity and ethical conduct at a very young age. This upbringing instilled in me a deep-rooted passion for the world of business. Personally, I've been happily married for five years and am blessed with the joy of raising two wonderful boys. My wife and I thrive on adventures, embracing outdoor activities like hunting, fishing, and the ranch life. A sports enthusiast, I enjoy both playing and watching sports, any my passion extends to outdoor cooking and barbecuing. Engaging in community service endeavors as a family brings us immense joy, reinforcing our commitment to contributing positively to the community we call home.

What Does Medicare Not Cover? Eight Things You Should Know.Medicare Part A and Part B leave gaps in your healthcare cove...
06/07/2026

What Does Medicare Not Cover? Eight Things You Should Know.

Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.

Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.

How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust.If a special needs trust isn't structu...
06/07/2026

How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust.

If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to help stop that from happening.

If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/06/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/05/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

You've likely heard the term; it's also called "keeping up with the Joneses" or "spending creep." Lifestyle inflation is...
06/05/2026

You've likely heard the term; it's also called "keeping up with the Joneses" or "spending creep." Lifestyle inflation is one of those sneaky financial traps that can quietly derail your wealth-building goals. It often creeps in when...

You've likely heard the term; it's also called

Should You Split Your Retirement Accounts to Reduce Cyber Risk?AI and cyber threats to brokerages are growing. Will keep...
06/04/2026

Should You Split Your Retirement Accounts to Reduce Cyber Risk?

AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more institutions lessen your risk of getting wiped out? We talked to financial experts to find out.

AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more brokerages ("institutional diversification") lessen your risk of getting wiped out?

The difference between helpful debt and stressful debt is rarely the interest rate. It is the intention behind it. Episo...
06/04/2026

The difference between helpful debt and stressful debt is rarely the interest rate. It is the intention behind it.

Episode 74 of Make It Personal takes a practical look at debt and leverage.

🎧 Watch here: https://mutualofomaha.co/49IKu5j

If you live to 95, will your money?If you're too aggressive, will you come up short? Too conservative, and you leave qua...
06/04/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
06/03/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Address

1801 S 2nd Street Ste 540
McAllen, TX
78503

Telephone

+19563422694

Website

https://www.aifinancialstrategies.com/

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