Peter R. Wechsler - Retirement Planner

Meet Peter Wechsler

An independent advisor & Five-Star Wealth Manager
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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:

  • Digital Assets, Passwords and the Last Limo Ride - How the world has changed.  In the old days, like 20 years ago, you had a will, maybe a trust and perhaps a safe deposit box.  A few even had safes in their homes.  It was easy to make certain that, if you became incapacitated or died, someone close to you could easily handle your […]
  • Should You Try To Match Or Beat The S&P 500? - Many investors feel the need to match or exceed the S&P in the good years.  If they don’t, they consider themselves or their money managers a failure.  At the same time, when the market takes a major hit, nobody wants to match the S&P.  Go figure. One investment principle I believe in is the need […]
  • A Downsizer’s Question: Buy or Rent? - So often I am asked by clients for my thoughts on them selling the big house and downsizing now that they are finally empty nesters. A few months back I wrote about clients looking to buy vacation homes. More recent, frequent discussions about not only moving but whether to buy or rent. A recent column […]
  • Robots, Uber and Airbnb - Over the past few weeks I’ve read several eye-opening articles and columns about the future of businesses and jobs.  For example, will taxis become a thing of the past?  It’s not too hard to imagine a future where the Uber car service that you ordered on your iPhone app picks you up, but with no […]
  • Wish You Had Retired Earlier? - If the answer is yes, you are not alone. A recent study done by the Insured Retirement Institute found that 50% of those ages 62 to 70 with investable assets of $100,000 or more wish they had retired earlier. I find this interesting because I don’t often hear clients tell me they wish they had […]
  • Sell in May and Go Away??? - It’s finally starting to feel like spring and, according to my crystal ball, it will hit 80 degrees on Monday.  At least that’s what accuweather.com is showing me as I pen this on Wednesday morning. After going through our long winters, there’s nothing like a greening of the trees and lawns, the budding of flowers […]
  • A Reminder On IRA Rollovers - I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days (like last year) you had 60 days to move IRA funds from one account to another.  Let’s say you had a CD come due at […]
  • Survive and Advance - Since I’m the quarterback, I probably shouldn’t be talking about basketball, but here goes… March Madness is all about ‘Survive and Advance.’  In order to continue playing and prevent the season from being over, you have to win to move on to the next round.  In today’s ever changing and volatile economic arena, your retirement […]
  • To Buy Or Not To Buy? - Since the beginning of the year, at least a dozen clients have asked me whether it’s the right time to buy gold or buy into the energy sector.  Both are good questions. Let’s look at gold first.  As I write this, gold is trading at $1,220 an ounce.  In 2008 it was trading at $850 […]
  • To Roth Or Not To Roth – Part Two - Last week we discussed all the reasons why you might consider doing a Roth conversion. I promised that this week we’d review the reasons why you might NOT want to convert IRAs to Roth’s. As a simple review, to convert, you pay ordinary income taxes on all IRA funds you are going to convert in […]
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