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About Us

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.

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:

  • Income Planning
  • Investment Management
  • Social Security Planning
  • Investment Planning for Accumulation Phase & Distribution Phase
  • The Money Cycle and Bucket Planning
  • Health & Long-Term Care Planning
  • Tax Planning
  • Estate Planning
  • Insurance Needs
  • Pension Maximization

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 along with capital appreciation, 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.