Investment in Oviedo, Florida

Mission Statement

To provide Oviedo quality Financial Consultant assistance as a Investment, Financial Services, Retirement Planner and Mutual Funds.

Franklin Legacy Financial, LLC meeting your Financial Consultant needs since 2014.

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Franklin Legacy Financial, LLC was founded in 2014. Franklin Legacy Financial provides personalized confidential financial planning and investment management to individuals, trust, estates, charitable organizations and small businesses.

1) Investments

Investments can play a key role in your financial security plan. The correct mix of investments based on your tolerance to risk and time frame can help you achieve your goals.

2) Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

3) Financial Planning

Financial planning today has taken on many new dimensions that never had to be considered by earlier generations.

4) Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

5) Life Insurance

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.

The advantages of life insurance include:

An instant estate for your loved ones at a time when funds are most needed
Death benefits that are almost always non-taxable for named beneficiaries
Avoid probate costs if you name a beneficiary other than your estate
Potentially offer your loved ones creditor protection through some life insurance plans
Build tax-advantaged capital for retirement purposes or provide liquid savings through some permanent life insurance plans
I can help you select coverage from a variety of life insurance options to meet the needs identified in your financial security plan.

Life insurance can play a vital role in your financial security plan

Service Locations

Investment Oviedo  -  Financial Services Oviedo  -  Retirement Planner Oviedo
Mutual Funds Oviedo  -  Financial Advisor Oviedo  -  Stock Investments Oviedo

Citations

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Updated as of 4/18/2024

Contact Information

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