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Franklin Financial Services

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Franklin Financial Services

Mission statement:

To guide and assist my clients in making life-changing choices toward a sustainable financial future for themselves, their children, and the charities they value.

Overview:

Our Services

We serve individuals and businesses in all areas of financial management, including:

   Investment Planning*

   Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

   Fee based Advisory accounts including the use of load and no load funds.

   Retirement planning*

            Making the most of your employer-sponsored or personal retirement plans,
            IRAs, Roth IRA's, and more. Determining how much you need to retire
            comfortably. Managing assets before and during retirement.

   Iowa Public Employee Retirement System (IPERS)

            Strategically utilizing information found on IPERS website in helping with income distributions strategies through personal planning.


   Estate Planning & Wealth Preservation Strategies

             Helping with strategies to preserve your estate for your intended heirs.
             Potententially reducing exposure to estate taxes and probate costs.
             Coordinating with tax and legal advisors.

   Insurance Planning

   Reviewing existing insurance policies. Recommending policy changes when appropriate for Life, Health, Disability, and Long Term Care to fit your situation.



   Education funding

   Recommending investment and accumulation strategies to help you pay for your children's education whether it be a gift or 529 College planning.



   Employee and executive benefits

   Helping your business attract and retain qualified employees through benefit packages including Salary Continuation Planning, Deferred Compensation, and Buy-Sell Arrangements.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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