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 comprehensive 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.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
09/23/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Have you been thinking about your extended care strategy? Someone turning 65 today has nearly a 70 percent chance of nee...
09/23/2026

Have you been thinking about your extended care strategy? Someone turning 65 today has nearly a 70 percent chance of needing some type of extended care. One in three will never need it, but 20 percent will need it for longer than five...

Someone turning 65 today has nearly a 70 percent chance of needing some type of extended care. One in three will never need it, but 20 percent will need it for longer than five years. Most people think of it as an insurance question. It's actually a funding question, and there ar

"Retirement tax planning is no longer about what bracket you see. It is about how your next dollar actually changes your...
09/22/2026

"Retirement tax planning is no longer about what bracket you see. It is about how your next dollar actually changes your tax owed." When a Roth conversion pushes more Social Security into taxable territory, shifts capital gains rates, and phases out deductions all at once, the real marginal rate can spike well above a retiree's stated tax bracket. Kiplinger explains why year-specific modeling matters before converting.


Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.

"Early planning can provide you with more choices and a greater likelihood that the legacy you leave someday will be use...
09/21/2026

"Early planning can provide you with more choices and a greater likelihood that the legacy you leave someday will be used as you see fit." From shifting gift and estate tax exemptions to the loss of step-up in basis on certain inherited assets, Kiplinger outlines why trusts and life insurance placed in irrevocable trusts are worth a fresh look this year.


Leaving a legacy can't be left up to chance. You need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
09/21/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

"Every year that the COLA doesn't keep up with the actual inflation rate that older people experience, it increases the ...
09/20/2026

"Every year that the COLA doesn't keep up with the actual inflation rate that older people experience, it increases the loss of buying power." With a 9.7% Medicare premium increase offsetting nearly a third of this year's 2.8% Social Security COLA, Kiplinger shares three practical moves — trimming recurring costs, adding income, and investing for inflation protection — to help benefits go further.


The 2.8% increase in payments may not seem like much, but these stepswill help your benefits go further.

"The valuation gap today is wide enough that long-term investors may find it difficult to ignore." With the U.S. now rep...
09/19/2026

"The valuation gap today is wide enough that long-term investors may find it difficult to ignore." With the U.S. now representing over 60% of global stock market value and the 10 largest S&P 500 companies making up roughly 40% of the index, Kiplinger makes the case for gradually rebalancing toward international exposure while valuations abroad remain more attractive.


It's been a while since American investors had to stray beyond U.S. stocks to reap rewards. But current risks and opportunities suggest it's time to start venturing abroad again.

"You've converted your savings into your own private pension." For a 65-year-old couple, there's roughly a 50–59% chance...
09/18/2026

"You've converted your savings into your own private pension." For a 65-year-old couple, there's roughly a 50–59% chance at least one spouse reaches age 90 — a real longevity risk when Social Security alone often isn't enough. Kiplinger breaks down how fixed indexed and income annuities can help fill the gap and protect against running out of money late in life.


Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
09/18/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

"Economic conditions and plan design may have an impact on workers' retirement savings, but savings behavior also plays ...
09/17/2026

"Economic conditions and plan design may have an impact on workers' retirement savings, but savings behavior also plays a role in helping workers progress toward retirement goals." Fidelity's latest data shows the average 401(k) balance jumped 11% in Q2 to a record $155,800, with 81% of savers earning their full employer match. A good moment to check whether your own contribution rate is keeping pace.


If your retirement savings are falling behind, here are the likely reasons why and what you can do about it.

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1801 S 2nd Street Ste 540
McAllen, TX
78503

Telephone

+19563422694

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