Financial Planning and Investment Management Services you have goals.
our programs can help you achieve them.
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HOW CAN A FEE-ONLY FIDUCIARY WEALTH MANAGEMENT FIRM HELP YOU?

PREPARE FOR THE UNEXPECTED

• How much should I have in emergency savings?
• I’m worried about my job security, can a fee-only fiduciary advisor help?
• I just got laid off, how can I make my money last while I find a new job?
• How can a wealth management process ensure that my family is taken care of if I die?
• Should I leave my money to my kids equally or give to those who need more?

PREPARE FOR LIFE CHANGES

  • We’re starting a family and need financial planning help to buy a home/car and plan for college.
  • I just got a promotion and need and need a financial planner to help sort my savings.
  • Should I quit work to raise a baby?
  • Can I afford to quit my job and start a business?
  • What can I do to leave a legacy?

 

HELP WITH YOUR INVESTMENTS

• I want a fiduciary financial advisor to manage my investments.
• Market volatility worries me, and I’m not sure my investments are correctly aligned.
• I no longer have the time nor inclination to manage my investments.
• How much should I contribute to my employer’s retirement plan?
• What can I do with my old 401(k) or 403(b) accounts?

 

PLANNING FOR RETIREMENT

• How should I invest to save for retirement?
• How much can I afford to spend every month in retirement?
• Can a wealth management process ensure that I don’t run out of money?
• How can I prepare my retirement savings for market volatility?
• Should I request equal monthly pension payments or a lump sum?

DO ANY OF THESE STATEMENTS APPLY TO YOU?

  • You want to spend less time worrying about your money or investments, and more time getting on with life.

 

  • You’ve tried managing your finances on your own and want someone to walk you through a custom-tailored solution.
  • You want more objectivity and a relationship-oriented approach in the financial advice you receive.

 

  • You’ve worked with specialist financial advisors, but want a more comprehensive approach to planning and managing your finances.

If So, Well Then You’ve Come to the Right Place.

HOW DO OUR PROGRAMS WORK?

  • We’ll help prioritize your most significant financial goals;
  • Create a plan to align your lifestyle with your priorities, and;
  • Show you which bite-sized actions you need to take each month to move you closer to your life’s purpose.

 

We’ll also meet over the next twelve months to:

 

  • Review your plan’s progress;
  • Make necessary course corrections; and
  • Ensure that the steps you’re taking are producing results meaningful to you.

Fiduciary financial advisor meeting with client HOW CAN WE HELP YOU? We seek to understand.
Custom-tailored approach. Disciplined process.
Diversified investments.
Transparent pricing.
Undivided attention.
Peace of mind.
Time back in your day.
Certainty about your goals.
Tools to help guide you.
HOW YOU BENEFIT WHAT WE OFFER

OUR PROGRAMS

Franklin Madison Advisors is a fee-only fiduciary wealth management firm. 

Our fee-for-service practice brings transparency to the way we charge for our offerings. 

 

X NO COMMISSIONS
X N
O ASSET UNDER MANAGEMENT (AUM) FEES
X NO HIDDEN FEES

 

INVESTMENT GUIDANCE

Do-it-yourself. We'll develop a custom-tailored investment strategy and detail the steps you should take to manage your investments on a month-by-month basis.
Guidance on your Robin Hood or Self-Directed Investment Accounts
Risk Tolerance Questionnaire
Investment Policy Statement
Asset Allocation Framework
Due Diligence Investment Recommendations
Rebalancing Strategy

FINANCIAL PLANNING

High-touch service. We'll create a unique strategy to optimize your finances and guide you over the next 12 months as you execute plans to achieve crucial life goals.
Custom-Tailored Financial Plan
12-Month Ongoing Support
3-5 Planning Objectives/Goals
Scenario-based Planning Recommendations
Detailed Implementation Schedule
Monthly “Get-on-Track” Meetings (First Year)
401(k)/403(b)/Small Account Rollovers
Ongoing Risk Management Review

INVESTMENT MANAGEMENT

Do-it-for-me. We'll manage your investments for you.
Ongoing Management of Your Investments.
Risk Tolerance Questionnaire
Investment Policy Statement
Asset Allocation Framework
Due Diligence Investment Recommendations
Rebalancing Strategy

Are we a good fit?  Schedule your no obligation 15-minute introductory meeting to find out if our services fit your needs.

Or call us at (412) 204-6711 to learn more.

Schedule now. Choose a time and date that works best for you.