Carol Schmidlin has been practicing financial planning since 1993 and is passionate about helping families with all phases of Wealth Management. She provides detailed investment consulting and guides her clients to make smart decisions about their money. Her wealth management process continues with advanced planning to minimize taxes, enhance cash flow, maximize federal benefits, protect assets, transfer wealth, and help with charitable giving for those inclined.
As a Certified Financial Fiduciary (CFF), and charter member of the National Association of Certified Financial Fiduciaries, Carol Schmidlin adheres to the CFF Code of Conduct and the strict guidelines of the NACFF. She is sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. As a fiduciary, she is required to give you advice that is in your best interest. Carol practices the Duties of Loyalty, Good Faith and Good Care for her clients, educating them first, using a Holistic Approach. Carol holds the Master Registered Financial Consulting Designation (MRFC®) from the International Association of Registered Financial Consultants & is a member of Ed Slott's Master Elite IRA Advisor Group. She is required to attend extensive tax planning training courses as well as pass exams on taxes and financial planning on a bi-annual basis. She regularly provides a variety of benefit and retirement classes throughout the country and has appeared on NBC, CBS, ABC, and FOX affiliates across the country and has also been featured in articles on over 350 websites including CNBC, MSN Money, New Jersey Online (NJ.com), Reuters, MarketWatch and Yahoo Finance.
Carol maintains the Series 65, 7 and 63 licenses along with life and health insurance licensing. She holds a BS degree in Business from Rowan University. Carol’s financial planning practice, Franklin Planning, maintains a home office in Sewell, NJ along with a satellite office in Washington, DC. She and her husband Brett are blessed with three children, and one grandson. Carol can be reached at email@example.com or (856) 401-1101.