Broker Check

At Franklin Planning, the safety and wellbeing of our clients, our friends, and our employees is our highest priority. As the news of Coronavirus escalates, so does the conversation and concerns surrounding it. While there are many unknowns about the virus and the impact on the economy, we at Franklin Planning are here to support your needs.

What does this mean for you?

We remain committed to providing exceptional service to you. Our staff will be working during this time. In addition, our essential back office operations are already set up to operate in a remote environment and will continue to provide support to you. We have an advanced technology platform and a culture of flexibility that enables our employees to efficiently and effectively provide client service. We ensure that we can continue to work with you and meet your needs.

We are currently only scheduling phone appointments and will not be conducting in office client consultations. We will continue to adjust our approach to meet your specific needs and communicate with you as circumstances change. If you have any questions or concerns, please reach out to our office so we can address them.
We will also be sending communication out shortly regarding our upcoming live webinars concerning the Coronavirus and the effects on the market.

Resource center for your business:
The below links to the CDC and World Health Organization provide additional information and recommendations regarding COVID-19:

We value our relationship with you, and we are committed to staying in touch with you as this situation continues to evolve. We continue to wish you and your family all the very best. From all of us at Franklin Planning, please continue to be safe and healthy.

We Work For You 

We Work For You 

Franklin Planning was established in 1970.

We strive to excel at serving our clients’ needs by taking the time to learn their goals, values, concerns and family dynamics. We work toward creating a holistic retirement plan that encompasses a detailed review and analysis of all facets of your financial situation, and a roadmap to follow. Retirement planning is an ongoing journey and we aim to provide a personal and unique experience.

Learn more about us

Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 

Learn more

Our Team

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Story

Trust, Honesty and Integrity are the Pillars of our Firm.

Learn more


Thank you!