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Carol Schmidlin Renews Membership with the Financial Services Institute

Carol Schmidlin Renews Membership with the Financial Services Institute

March 07, 2023

FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice

Carol Schmidlin of Franklin Planning LLC announced she has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of independent financial advisor members. 

“I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Ms. Schmidlin “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.”

“We are very pleased to have Ms. Schmidlin renew their membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Ms. Schmidlin help bring real-life experience to our efforts. We plan to continue to work closely with Ms. Schmidlin as we advocate for independent financial advisors and the hard-working clients they serve.”

Ms. Schmidlin’s practice offers the following:

  • 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

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.

 Ms. Schmidlin has been an independent advisor for 25+ years and is affiliated with JW Cole 

More information on Franklin Planning can be found at

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for over 80 independent financial services firm members and their 130,000+ affiliated financial advisors – which comprise over 45% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit