10 things to ask your financial advisor
Download this list, a great starting point when questioning your financial advisor!
We want to learn about you - your interests, needs, dreams and fears - develop a plan so you can do what is important to you. We work together to implement your plan and continue to monitor and adapt as your life changes. We strive to build lifelong relationships predicated on trust and free of undisclosed conflicts of interest. We call these Fiduciary Relationships and we put our clients first.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
With Franklin Planning, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Contact us at firstname.lastname@example.org or call us at 856-401-1101 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
meet our president
As the author of the best-selling book “FedSavvy®: Tools and Tips to Maximize Your Federal Benefits,” Carol has made it her personal mission to guide federal employees through the complex terrain of options, provisions and strategies to enable them to maximize the benefits they have earned. This mission aligns with her straightforward business philosophy: to listen to clients’ needs, dreams, goals and concerns, and develop a plan that aligns with what is most important to them.