About

 

Paul I. Franklin

Paul I. Franklin

Principal

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Diana T. Le

Wendy Chinn

Client Relationship Manager

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Our Consultants

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Broderick L. Young

Consultant

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Roger Banville

Consultant

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Matthew P. Pisera

Consultant

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Mark Jansen

Consultant

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Planning Team

The Nautilus Group®

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Paul I. Franklin works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Paul I. Franklin provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Our History

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Sid Franklin began his career with New York Life in the Northern Ohio office. Sid became one of the top producers at New York Life throughout his career by helping families and business owners protect their financial security.

Sid qualifies for MDRT and became a 54 year member.

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, was founded in 1927 and is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

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Sid pictured next to Ben Feldman, one of New York Life's all time agents
en route to a producers meeting.

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Sid Franklin in an MDRT study group.

After building a successful foundation revolving around the protection of his clients and their families, Sid reached the pinnacle of his career by becoming Council President in 1960. Council President signifies the top agent in all of New York Life.

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Sid’s son Alan, inspired by his father's career and the families he had helped, joined the Northern Ohio office and quickly established himself as a top agent.

 

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Alan qualifies for MDRT and became a 38 year member. One of Alan’s favorite parts about MDRT was playing piano in the jazz and bluegrass bands with his lifelong industry friends.

Alan’s son Paul expands the family practice to the east coast, settling in the DC area. What was mostly an insurance and estate planning practice, Franklin Capital Strategies has now grown into a holistic financial planning operation. Like his grandfather and father, Paul has achieved MDRT qualification every year as well as becoming one of New York Life’s top agents. In addition to spending time with his clients, Paul has been a high school football coach in the Washington, DC area for over 10 years. 

Our Mission

Franklin Capital Strategies is a third generation full-service financial planning firm that began in 1940 in Cleveland, Ohio and has expanded to a nationwide presence today.

With a holistic focus on customized financial solutions, our mission is to help empower our clients with the best practices for protecting, growing and transferring wealth to the next generation. Our clients look to us to help motivate and educate themselves on what it takes to achieve their financial goals. Whether you're an entrepreneur, professional athlete, mother of two or small business owner, we pride ourselves in working with the highest degree of transparency and customer service.

We love helping our clients and truly consider them to be family. Let us earn the privilege of working with you for generations to come.

Our Approach

Here at Franklin Capital Strategies, we use a uniquely holistic process when working with our clients. It begins with getting to know you and understanding what matters most in your life, and then figuring out where you are right now financially, and where you want to go. From there, we work as your partner to chart the best course of action to help you achieve your goals and objectives while adhering to your personal tolerance for risk. Once you're on the selected path, we continue to monitor your progress and make adjustments as needed as you transition through the different phases of your life. Read below for more details about the various stages of our client-centric process.

Steps of the process:

1. Understand

We take the time to fully understand your unique situation, and this can sometimes take a few minutes, or it could take a few hours. We’ll delve into all the different parts of your current financial planning so that we truly comprehend your situation and can develop a plan to fit your needs.

2. Manage

During this stage, we’ll manage your expectations in relation to what you’re looking to do, how we can do it, and what your involvement will be.

3. Plan

At this stage of the process, we’ll develop your plan of action. We’ll coordinate with your other professionals and develop specific recommendations on how you should plan for your future.

4. Execute

Finally, we’ll put your plan into place, and execute all the tasks laid out in your written plan. As time goes on, we’ll also continue to monitor the progress of your plan and make adjustments as needed.

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