FRANKLIN RETIREMENT SOLUTIONS, INC.

Overview

Franklin Retirement Solutions, Inc. is an individually owned corporate advisor that combines financial planning and portfolio management for individuals and small businesses with insurance brokerage and financial product distribution. The firm identifies itself as a capital allocator and offers manager selection services, indicating it commonly places client assets with outside advisers or third-party managers rather than relying exclusively on in‑house portfolio construction. Its advisory model supports multiple fee approaches — percentage of assets under management, hourly, fixed fees and other arrangements — giving flexibility in how it prices planning and ongoing advice. The firm is not identified as an active ESG investor, is not a multi‑state adviser, and is not positioned as a pension consultant or as a related adviser to another advisory entity.

Assets & Accounts

Investments & Alternatives

Location & Offices