Since co-founding Franklin Retirement Solutions nearly 20 years ago, Peter Wechsler has worked to help protect his clients’ financial assets, calibrate inflation-adjusted income planning and ensure a comprehensive and coordinated approach to retirement planning. As president & co-founder of Franklin Retirement Solutions, Peter has built one of the premier financial planning firms in the Delaware Valley.
A contributing factor to the satisfaction of Franklin Retirement’s clients is that Peter has assembled a considerable team of experts with coverage on practically every discipline within retirement planning. This includes a Medicare and long-term specialist, a life insurance expert, a tax planner, a real estate professional, an estate planning attorney and, of course, retirement and income planners each individually certified as licensed insurance professionals and market brokers.
As an investment advisor representative, Peter is held to a higher standard than stockbrokers, and he has a fiduciary obligation to act only in his clients’ best interest. He 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 retirement planning process, each client receives a comprehensive retirement plan tailored to their specific needs, wants and concerns. This process looks at areas of concern in retirement such as risk management, income planning, tax savings, estate planning and health care.
Peter was born and raised in the West Oak Lane/Mt. Airy section of Philadelphia and now lives 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 often works with his son, Jeremy, the principal attorney of The Law Offices of Jeremy A. Wechsler, Esq.