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.
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General Information
Firm Start Year
1922
CRD#
4042552
Firm CRD#
170941
Insurance License#
D046215
Name of Broker/Dealer
Shareholders Service Group, Inc.
Name of Custodial Firm
Pershing, LLC
Years of Experience in Financial Services
14
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelors -
University of Central Florida
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Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886622/financialplanners-Franklin-Legacy-Financial-detailed-disclosure.html