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Receive your complimentary consultation now with the team at Franklin Retirement Solutions.
Phone: (215) 657-9200
Fax: (215) 827-5893
E-mail: [email protected]
A contributing factor to the satisfaction of Franklin Retirement’s clients is that under one roof, Peter has assembled a team of experts in all disciplines of retirement planning. This includes a Medicare and long term specialist, a life insurance expert, a tax planner, an estate planning attorney, and of course, a registered investment advisor (RIA) dually certified as a licensed insurance professional – Your Retirement Quarterback®, Peter Wechsler.
As an RIA, Peter is held to a higher standard than stock brokers and has a fiduciary obligation to act only in his clients’ best interest. Peter takes pride in building long term relationships with his clients. His primary goal is to continually improve his clients’ financial positions while protecting their assets. Using Franklin Retirement’s proprietary review process, a comprehensive retirement plan is reviewed and developed. This process looks at areas of concerns in retirement such as: income planning, tax savings, investment strategies, estate planning and health care.
Peter was born and raised in the West Oak Lane/Mt. Airy section of Philadelphia and now resides in Bala Cynwyd. He is a past president of the Jewish Federation of Bucks County, past vice-president of Junior Achievement of Delaware Valley and has been a foster dad for many years. He works closely with his son, Jeremy, the Estate Planning Attorney for Franklin Retirement Solutions. Father and son can both be heard on the radio where they banter back and forth on retirement and estate planning issues.
In 1971, at the age of nineteen, Peter founded Vend-Rite Service Corporation and sold it in 1997 after having grown the organization to become the largest independently owned vending and food service company in the Philadelphia area. Peter has since enjoyed a great second career in the financial services industry.
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company and may be subject to restrictions, fees and surrender charges as described in the annuity contract. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.