Do you charge for an initial meeting?

We want clients to have a full understanding of our process and practices prior to agreeing to work with us. Therefore, initial meetings are conducted at no cost to the potential client.

Do you have a minimum?

Franklin Capital Strategies is in the business of working with people of high character and integrity. Whether you are a young family who just bought a house, or an executive looking to make an exit, we want to work with clients who value our advice and are actively engaged in the planning process.

What do I need to bring to our first meeting?

The first meeting is used to get to know each other, establish expectations, and develop a strategy for moving forward. It would be helpful to bring any financial statements you have as well as a rough understanding of your assets and liabilities.

Will I get billed if I call you?

Absolutely not! Our number one priority is customer service and transparency. We want you to feel like you can call us anytime for anything. We have a wonderful client relationship team that can handle any of your questions or concerns.

Do you offer legal and tax advice?

We have an extensive list of experienced estate planning attorneys and CPAs throughout the country that would be more than happy to serve your needs. We pride ourselves in working in conjunction with those advisors to make sure that your entire team is working together for you.

What if I already have a financial planner?

That's great! You've already taken strides in protecting your future. Please know that we would be happy to provide a second opinion or add value in areas your planner may not specialize in.

What type of clients do you specialize in?

Our clientele is made up of young families, small business owners, physicians, executives and professional athletes. We maintain a consistent process with all of our clients as we eventually customize their financial plan or solutions according to their goals and objectives.

What is your investment approach?

We firmly believe that a properly designed investment approach is based on a client's age, risk tolerance, and time horizon. Maintaining a balanced asset allocation with a long term mindset is what we feel serves our clients best interest. We do not make short term urgent decisions based on swings in the market nor do we trade on a daily basis. Our client's investment portfolio is customized uniquely to fit their needs making sure that it fits within their overall financial plan.

How much contact do you have with your clients?

At a minimum, we meet with our clients once a year if not once a quarter. We are always available by phone or screen share based on the proximity to our offices. Since our clients are spread out across the country, we utilize today's technology to provide screen share and video conferencing services as needed.

Will I be working only with you or with a team? 

What makes your client experience unique?

Our goal is to not only work with you and your family but generations to come. As a third generation business ourselves, we structure our planning around multi-generational wealth planning. It is very important to make sure we preserve and successfully pass on wealth to the next generation in the most tax efficient way possible.


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