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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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Investment Advisory Services offered through Brookstone Capital Management LLC, an
SEC Registered Investment Advisor.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• 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.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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