MichaelFranklin- Financial Advisor Oviedo, FL

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About Michael Franklin

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

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
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886622/paladinregistry-Franklin-Legacy-Financial-detailed-disclosure.html

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Paladin Research Report For:

Michael Franklin

Franklin Legacy Financial