Here’s our story.
We look forward to hearing yours.
Franklin Planning’s mission is to provide the ultimate client experience. As an independent financial advisory firm, we take our role as your fiduciary very seriously. One size does not fit all, and we seek to fully understand your individual needs and goals, and then custom tailor a plan to meet them.
Retirement is a journey, and we partner with our valued clients both throughout their financial future and those of their loved ones. With a unique focus on wealth preservation, we utilize the best-suited tools in the industry to help achieve your financial goals. Combining income planning, institutional wealth management and estate planning strategies, we are dedicated to providing the best advice and wealth management solutions to simplify and enhance the quality of your life.
We specialize in retirement planning for federal employees.
The unfortunate reality facing federal employees is that a large majority of financial planners simply don’t understand federal benefits or realize how this lack of understanding can inevitably lead to recommendations that may cause significant, irreparable outcomes to their retirement plans.
Franklin Planning is one of the few advisory firms that understand the complexity of federal benefits. This requires ongoing training as regulations shift so our advisors stay up to date on changes as they occur. Our understanding of the Federal Employee Retirement System allows us to provide federal employees with the expertise necessary to design a more comprehensive retirement strategy, specifically suited their needs and goals. We are committed to guiding federal employees through the complex myriad of options, provisions and tactics to enable them to maximize the benefits they have earned.
Our mission is to educate and empower federal employees to make the best financial decisions for their retirement.
Senior Vice President & CFO
In addition to overseeing the daily fiscal operations of Franklin Planning, Brett heads up our Financial Planning Team. He is directly involved with the preparation of all retirement and benefits analysis reporting as well as investment portfolio reviews related to risk, suitability, tax efficiency and past performance. Brett also assists Carol Schmidlin with trading and portfolio servicing aspects of clients’ managed account assets. Prior to joining Franklin Planning full time in 2010, Brett served 25 years with the New Jersey State Police, retiring at the rank of Detective Sergeant First Class. He is a 1984 graduate of Glassboro State College (currently Rowan University) with a degree in business administration and is a lifelong resident of Williamstown, New Jersey.
Vice President of Client Services
With 17 years experience in the industry, Natalie joined Franklin Planning in 2000. She maintains a NJ Life Insurance License, manages the firm’s day-to-day office operations and maintains strong relationships with our clients. Although she wears many hats, she always keeps the client as first priority. When not in the office, she loves to entertain with family & friends, travel and go to the beach. She is married to her husband Matt of 17 years and is the mother of 2 amazing children, Alyssa & Sonny.
Director of Office Operations
As the director of office operations, Jen’s main responsibility is completing and processing all the requirements for life and annuity applications. She also manages all office correspondence and mainains a NJ Life Insurance License. She brings much fun and laughter to the office. She makes our clients feel like family. Before joining the Franklin Planning family, Jennifer was employed with other financial companies, such as MetLife and MassMutual. In her spare time, she loves being with her husband, two sons and dog. She also enjoys hanging out with friends and family, bowling, reading, traveling, bike riding and the beach.
Client Relations/Social Media Coordinator
Karen joined our FedSavvy team in May of 2015 and enjoys her role as client relations /marketing coordinator. She has adapted well to her new role and enjoys interacting with clients and co-workers. Prior to joining FedSavvy, Karen enjoyed a career as a legal and health care administrator with The Children’s Hospital of Philadelphia and Pennsylvania Hospital. She is married with five sons and enjoys cooking, cheering on her sons’ sporting events and spending time with friends and family.
Social Media/Assistant Marketing Coordinator
Lauren began her internship with Franklin Planning in September of 2015. She is responsible for posting timely blogs to the Franklin Planning and FedSavvy websites and social media platforms. She also coordinates, edits and contributes articles to both Franklin Planning and FedSavvy newsletters. Her newest project is assisting with content and design for a retirement course manual: “FedSavvy, Retirement Manual for Federal Employees” based on the book: “FedSavvy, Tools and Tips to Maximize Your Federal Benefits.” She is completing her final courses at Rowan University, where she will graduate with a degree in business/marketing.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, email firstname.lastname@example.org or call us at 856-401-1101 today!
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.