Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

While most financial service firms attempt to be everything to everyone, Franklin Financial Planning focuses exclusively on the needs of senior citizens and their specific financial problems and opportunities.

Franklin Financial Planning is a professional firm designed to assist seniors to preserve their assets and standard of living.  Services provided:

  • Estate Planning: we show you how to reduce estate taxes.  Even if you have a living trust you will still pay estate taxes unless you take steps to reduce them.
  • Retirement Planning: best ways to invest and get money out of IRA’s, Rollovers and Pensions.  In some cases, we’ll show you how to make withdrawals tax-free.
  • Long Term Care protection or qualification for Medicaid: we act as independent brokers to find you the best coverage within your budget for long term care protection.  Call for our article “Six Ways To Reduce Long Term Care Insurance Costs”.
  • Investment Management: to increase and preserve your income—specializing in blue chip stocks as well as customized mutual fund or variable annuity portfolios.
  • Life, Health and Medicare Insurance: get a quote from multiple different companies to get the most competitive rate.
  • Annuities:  get competitive returns to shelter assets and defer taxes.  
  • Referral Reward Program: refer a family or friends and get rewarded!
  • Revocable and Irrevocable trust planning.
  • Funeral expense planning.

            Many seniors can better organize their financial affairs when they know about the many solutions available beyond what they are told by their stockbrokers, financial planners, and lawyers.  Franklin Financial Planning first educates seniors about their alternatives, and then assists them to implement the proper solutions.   The firm holds seminars on a regular basis in South Eastern Wisconsin, usually in the Milwaukee Area.  For the date of the next seminar, phone 414-817-9344.  Call today with questions or to see if we can help you.  There is no charge for an initial meeting.