Building a solid retirement plan by a trusted advisor is the key to retiring with peace of mind. As we live longer, more active lives, your retirement plan must be built for a span of 30 years to 40 years.
The centerpiece of a sophisticated retirement plan is an inflation protected income plan. The million-dollar question our clients most frequently ask is: Can we afford to retire?
Social Security is only a part of your retirement income plan, but when and how to take Social Security is important. With hundreds of combinations and ways to take Social Security, you need to work with an expert team that can maximize your Social Security benefit.
Upon retirement, it’s important to get serious about estate planning and wealth transfer planning. No matter the size of your estate, you will leave a legacy, and at Franklin Retirement Solutions, we can ensure your legacy is positive.
Your tax preparer or CPA may be an expert in helping you file your federal income taxes and state income taxes, but is he or she an expert in tax planning strategies?
Advanced medicine and technology continue to mean more people are living longer lives. As retirement planners, we are routinely planning for 30 to 40 year retirements. However, living longer also means higher chances of needing long-term care, whether it be independent living, home health care, assisted living, or nursing home assistance.
Investment risk and market risk is one of the most important topics to address when building your retirement plan. There are no “do-overs” in retirement and the wrong investment strategy could be devastating.
Franklin Retirement Solutions has become one of the premier planning firms in the Philadelphia metropolitan area. As Your Retirement Quarterback®, Peter Wechsler leads the Franklin Retirement team in helping clients take the complexity out of financial, retirement 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 legacy plan so their wishes are properly carried out.