VETTED
Michael Franklin
Tel: 407-971-2002 485 Silver Springs Drive Oviedo, FL 32765
About Franklin Legacy Financial
No matter your situation, I believe one should first lay a financial foundation which includes establishing a cash reserve in the event of an emergency and have adequate protection in the event of a critical illness, injury, or premature death. Once your adequately covered in those areas we can begin to look at investments with the goal of keeping pace or outpacing inflation based on your tolerance for risk. Also, I believe it is imperative to have an income strategy in place to replace your income when you are no longer working or collecting a paycheck. Having a financial plan can help make a difference.
See DisclosuresGeneral Information
Firm Start Year:
1922
Insurance License#:
D046215
Name of Broker/Dealer:
Shareholders Service Group, Inc.
Name of Custodial Firm:
Pershing, LLC
Work with the following types of clients:
Individual Investors, Businesses
Advisory Services Provided:
Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Services
Can meet clients in the following ways:
Email, Video Conference, Phone, Your Home
Compensation and Fees
Compensation Methods:
Based on Assets, Flat Fee
Education
Bachelors:
University of Central Florida
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
14 Years of Experience
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