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Your Retirement Quarterback™
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Income planning |
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Tax planning |
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Risk exposure and risk comfort level |
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Estate, inheritance and legacy planning |
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.
Our unique and easy-to-understand 4-Step Process to a successful retirement is what separates us from other retirement planning firms. This 4-Step Process includes income planning, tax planning, risk exposure/risk comfort level and legacy planning.
Whether you are exploring financial and estate planning for the first time, looking for a second opinion or simply unhappy with your current planner, give us a call. We will be happy to offer you a complimentary consultation.
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Areas of Focus
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Award Selection Process
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Map
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Investment Advisory Services offered through Brookstone Capital Management LLC, an
SEC Registered Investment Advisor.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Philadelphia area (includes Chester, Delaware, Montgomery, Bucks & Philadelphia counties in the state of Pennsylvania; Camden, Burlington, & Gloucester counties in the state of New Jersey; & New Castle County in the state of Delaware) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 27,800 wealth managers in the area. 2,847 award candidates in the Philadelphia area were considered for the award, of which 773 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia magazine.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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