Peter R. Wechsler - Retirement Planner

Meet Peter Wechsler

An independent advisor & Five-Star Wealth Manager
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Broadcasting Every Saturday & Sunday
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Welcome to Franklin Retirement Solutions

Franklin Retirement Solutions is a five-star retirement planning firm serving clients in the Philadelphia metropolitan area. As Your Retirement Quarterback™, Peter R. Wechsler leads the Franklin Retirement Solutions team in helping clients take the complexity out of financial planning, retirement planning and estate planning.

Our niche market is working with middle income conservative savers who need to protect their nest egg. Our clients want to insure they have enough inflation adjusted guaranteed income…no matter how long they live, along with a well crafted estate plan so their wishes are properly carried out. We offer more than just financial advising. Our comprehensive retirement solutions practice is what separates us from other retirement planning firms. Our clients rely on our team for Income Planning, Tax Planning, Investments and Market Risk Analysis, Estate Planning, Health Care Planning, Asset Protection and more. We are an independent firm, and use a combination of life insurance, annuities, stocks, bonds, mutual funds and many other financial tools that best serve the needs of each client.   Whether you’re exploring financial planning, retirement planning or estate planning for the first time, looking for a second opinion, or simply unhappy with your current financial planner, contact us today to schedule your complimentary consultation.

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Recent Articles:

  • I Want You To Understand - The last few weeks I have been discussing some of the latest updates, provisions and changes to retirement accounts in my writings and on my radio show. When going over complex topics such as these changes, people can get confused and become unsure about what to do. As you can imagine, I have received several […]
  • A Few Notes From Peter - With Labor Day behind us, fall can’t be far away. It was a rather cool summer, but I know it will be extra hot later this month when the Jewish holidays hit on September 24th. It never fails. For those keeping track, it looks like I will have between 60 and 70 people over for […]
  • Location, Location, Location - When we hear the words “location, location, location”, we know folks are talking about real estate, as the value of a property can vary so much depending on its location. The same can be said regarding your money. Money can much more valuable and worth so much more if it is being saved and invested […]
  • What Grandparents Need to Know about 529 Plans - Many of my clients tell me about the level of anxiety they are feeling today, but not about their own situation but rather the future for their kids and grandkids.  Many fear the next few generations won’t do as well as they did and this keeps many a grandmother awake at night. I often get […]
  • Are You Clueless? - I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down mentally until after Labor Day, just put this column aside until you are ready to re-engage. Sometimes I feel like I sound like a broken […]
  • 50 Must-Knows About Long Term Care - By Matt Sussman Long Term Care Specialist As a long term care insurance specialist for over 15 years, I have worked with many families securing long term care insurance and many families that long term care insurance is just not right for. I find the majority of the reason is that they have waited too […]
  • Back To School Time for Your Retirement - With summer just about over, it’s that time again – time for kids and grandkids to go back to school.  The past few weeks have been full of purchases and preparation by parents and grandparents all across America to get the kids prepared for the new school year. Just as important, this is also the […]
  • Trust Mill Attorney Disbarred - By Jeremy A. Wechsler, Esq. Your Estate Planning Attorney Beware of Trust Mills: Trusts mills are companies that sell trusts to senior citizens, without consultation by a lawyer. The motivation behind trust mills are two-fold: First, they charge a significant amount of money for un-customized documents that do a disservice to clients. Second, the companies, […]
  • What’s better: A Stretch IRA or Life Insurance? - Ed Slott is probably the most well-known IRA expert in the country.  I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy not only his huge reservoir of IRA knowledge but his keen sense of humor.  Rarely does a weekend go by that Slott isn’t quoted in […]
  • Indicators That Preceded Past Downturns Are Flashing Now - So much for new market highs every other day…or so it seemed.  After the market rout on the last day of July, the Dow Jones Industrial Average was basically flat year to date with the S&P 500 up 4.4% as of the end of July. If you are a dedicated reader of these weekly columns, […] Profile
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