Investment Advice and Management
At Franklin Planning, we focus on understanding your needs and tolerance for risk to better tailor your portfolio to your unique situation. We partner with AssetMark because we share a common mission: making a difference in the lives of investors. As an independent financial advisor, we make it a point to have a deep understanding of our clients’ needs and to provide the best path for them to achieve their long-term goals.
We develop an investment solution by partnering with investment strategists, and adjusting portfolios based on our clients’ circumstances and market conditions. Most importantly, we continually monitor and review investment strategies.
We hold regular review meetings to ensure that our clients are on track to meet their goals. We are always available for touch base conversations to answer questions and address our clients’ evolving needs.
We provide ongoing due diligence of our investment strategies. By working with AssetMark, you’re backed by a team of professionals with a disciplined approach to investment research.