How We Help

As financial advisors, we are here to help guide you through the often overwhelming process of getting your financial house in order. J.M. Franklin & Company, LLC uses the comprehensive financial planning program Wealth Management Systems to help you develop your financial blueprint.

We will work with you to:

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it is so important to find out as much as we can about you and your financial goals. The more that we know about you, the more precise our recommendations that we make will be and the more we can advise you. As a result, we will take the time to discuss your hopes, dreams and objectives – the things that really matter to you.

Analyze and understand your needs. As needed, we will work with you to identify and prioritize your objectives and then help to create your goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once or they don’t attach specific deadlines to their goals. We will help clarify family goals and identify priorities. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down and finally, which must be abandoned.

Develop and implement a strategy to help you pursue your goals. Based on our conversations and analysis, we can recommend a strategy and financial products that can help you pursue your goals. The strategies we provide are cost effective and specific to each client’s needs and goals. We are committed to providing investments and services that are appropriate for each client.

Coordinate your financial activities. If you would like, we can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.

Monitor progress - Provide ongoing services as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs. We will evaluate your portfolio as you approach new milestones and adjust it accordingly.

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow. We know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws*, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.

*JM Franklin & Company LLC, Stratos Wealth Partners and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.