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Our Clients

What kinds of people do I serve at Franklin Financial?

What matters more than taking care of yourself and the people you love? 
 
I'd argue nothing does. I hope people know that I'm always in their corner, no matter what. I'm independent, which means I have access to a wide variety of products and services I can use to help custom build a plan for each individual client’s needs.

People need different things at different times in their lives. As pre-retirees, they might be concerned with distribution, making sure they don't outlive their money in retirement. 

Young professionals have a potentially different set of concerns. They're wondering, “How do I pay off student loans?” and “How do I manage daycare bills?” and “How will I afford to pay for college tuition for my family?” At every life stage, people have complex set of concerns, and different risk tolerances. That's where I come in. I tailor our suggestions to you and to your life. I help you achieve your goals. That's my promise to you: I put your best interests first. 
What matters more than taking care of yourself and the people you love?  

I'd argue nothing does. I hope people know that I'm always in their corner, no matter what. I'm independent, which means I have access to a wide variety of products and services I can use to help custom build a plan for each individual client’s needs.

People need different things at different times in their lives. As pre-retirees, they might be concerned with distribution, making sure they don't outlive their money in retirement. 

Young professionals have a potentially different set of concerns. They're wondering, “How do I pay off student loans?” and “How do I manage daycare bills?” and “How will I afford to pay for college tuition for my family?” At every life stage, people have complex set of concerns, and different risk tolerances. That's where I come in. I tailor our suggestions to you and to your life. I help you achieve your goals. That's my promise to you: I put your best interests first. 

Retirees and Pre-Retirees

Retirees and pre-retirees could have different needs when compared to younger people.

Those who are still working—and who have many more years to save for retirement—could have a different risk tolerance when you compare them to someone at or near retirement. These two phases are sometimes known as the “accumulation” and the “distribution” phases of a person’s life. When you’re younger, you could have more time to recover your principal from market losses.

Retirees and Pre-Retirees

Retirees and pre-retirees could have different needs when compared to younger people.

Those who are still working—and who have many more years to save for retirement—could have a different risk tolerance when you compare them to someone at or near retirement. These two phases are sometimes known as the “accumulation” and the “distribution” phases of a person’s life. When you’re younger, you could have more time to recover your principal from market losses.
Are you a business owner? 

I understand your needs. I know what it’s like to run a business. You have a lot on your plate, and you might need a partner who can help you with certain aspects of corporate business planning. That’s where I come in. I'll listen to your needs and help you make a plan that allows you to focus on growing your business.
Are you a business owner? 
We understand your needs.

I understand your needs. I know what it’s like to run a business. You have a lot on your plate, and you might need a partner who can help you with certain aspects of corporate business planning. That’s where I come in. I'll listen to your needs and help you make a plan that allows you to focus on growing your business.

Let's Talk

Let’s start a conversation to see how Franklin Financial can be an asset to you and your family’s future.

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