Financial Services

The Services You Need To Deliver Your Retirement

Retirement Income Strategies

We have hundreds of options for you to realize extra income during retirement, and we use proprietary software to project if there are any income shortages for you in the future.

Social Security Maximization

We analyze your Social Security income to make sure we maximize how much you collect in your lifetime.

Life Insurance

We use life insurance as a tool, so we only recommend keeping it and using it when needed. We also analyze whether your current policy is enough and at the right price.

Legacy Planning

Legacy planning is different for every single client, and as unique as it can get, we go in depth to find out what you want for your legacy and create a detailed plan around that.

Health Insurance/Medicare

We have Medicare experts that work with us and answer any and all of your questions about your age-65 benefit. We will also compare Medicare against your current carrier to see which program benefits you the most.

Annuities for Retirement Income

Annuities are by far the most flexible option in retirement. We can use annuities to hedge against market volatility, increase income for your lifetime, or even put some long-term care fears to rest with certain options. We will take all the worries out of the process and fit an annuity to your needs.

Fixed Index Annuities

Fixed index annuities (FIAs) are by far the most popular investing tools to use during retirement. When we have the luxury of not having to draw down retirement funds, we can structure an FIA that will only have market upside potential and no risk of principal ever. This preserves the principal while still participating in market movements upward.

Veteran Benefit Planning

Veterans hold a special place in our hearts. Franklin Retirement Services works within the framework to maximize veteran benefits.

Download your complimentary New Benefits Workbook!

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