Here’s our story.
We look forward to hearing yours.
The team at Franklin Planning has been working to help people meet their financial goals since 1970. We are here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Meet Carol Schmidlin
Best-Selling Author And Federal Benefits Specialist
As the president of Franklin Planning, Carol Schmidlin is passionate about helping clients work toward their retirement dreams through a well-thought-out strategy in all areas of their financial life. She listens to clients’ needs, dreams, goals and concerns, and develops a plan that aligns with what is most important to them. She understands all the issues people face in retirement and how to best integrate each of these parts to get the most favorable results.
We work through various elements of financial planning and understand that a comprehensive approach is best to achieve the best results in your financial goals. We offer the following services:
- Investment Planning
- Income Planning
- Pension Maximization
- Social Security Planning
- Health & Long-Term Care Planning
- Tax Planning
- Estate Planning
- Insurance Needs
Carol Schmidlin has been a financial advisor for 22 years and is held to the highest standard as a fiduciary financial advisor. She holds a Registered Financial Consultant designation from the International Association of Registered Financial Consultants. She maintains Series 6, 7, 63 and 65 securities licenses, along with life and health insurance licensing. She is a Master Elite Advisor with Ed Slott, for which she is required to attend two full days of tax planning twice per year, as well as pass semi-annual exams on taxes and financial planning.
As the author of “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.
Carol has had the opportunity to work with many retiring federal employees and deliver groundbreaking presentations and seminars at many major government agencies, bureaus and associations. She now assists individuals and their families nationwide and focuses her attention on wealth management, federal employee retirement counseling, investment consulting, wealth enhancement and wealth protection.
Carol regularly provides a variety of benefit and retirement classes throughout the country. She has appeared on NBC, CBS, ABC and FOX affiliates across the country and has been featured in articles on more than 350 websites including CNBC, MSN Money, New Jersey Online (NJ.com), Reuters, MarketWatch and Yahoo! Finance.
Carol was featured in Newsweek as one of America’s PremierExperts’® “Financial Trendsetters” for her holistic approach to retirement planning. She is highly trained in key areas of wealth management: investments, taxes, insurance, estate planning and income planning (including pensions and Social Security). She understands all the issues people face in retirement and how to best integrate each of these parts into a successful retirement plan.
Residing in Williamstown, New Jersey, Carol enjoys reading, travel, fitness, golf and spending quality time with her family. She and her husband, Brett, have three children and one grandson.
IRA Master Elite Whitepapers
Access Your IRA Master Elite Whitepapers
- Avoiding the 10 Percent Penalty in 5 Easy Steps
- Determining the Tax on a Roth Distribution in 5 Easy Steps
- To Convert or Not to Convert in 5 Easy Steps
- Calculating Your RMD in 5 Easy Steps
- Fixing a Missed RMD in 5 Easy Steps
- Just How Safe Is An Insurance Company