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:
Businesses, Individual Investors
Advisory Services Provided:
Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Qualifications & Memberships
Insurance and Annuity Licenses:
HMO, Life, Health, Annuity, Accident, Long Term Care, Disability
Preferred meeting methods
Can meet clients in the following ways:
Email, Video Conference, Your Home, Phone
Compensation and Fees
Fee Structure:
Fee-Based
Compensation Methods:
Flat Fee, Based on Assets
Services
I provide a free initial consultation:
Yes
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
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
