Why Us?

Franklin Legacy Financial’s mission is to help clients to reach their financial goals and objectives through a long-term financial planning relationship.

 

 

About Us

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.

 

Core Values

Placing the interest of clients first.
Providing professional services with integrity and diligence.
Committed to life long learning.
Being a good citizen in the communities being served.

 

Our Process

Identify and Priorities Objectives
-  Identify your financial goals and prioritize them.
Gather information
-  Collect facts and figures based on your current situation
Analyze & Evaluate Financial Status
-  Explore various strategies to achieve goals.
Develop Financial Plan
-  Choose financial strategies that work for you and your family.
Implement
-  Start immediately so that savings have time to accumulate.
Monitor Plan
-  Regularly review progress and adjust.

 

Road to Retirement

Take control of your financial future and assess whether you're on track to a successful retirement in four easy steps.

 

Get Started

Are you Ready for Retirement?

Take Control and Find out now

Get Started

Our Services

At Franklin Legacy Financial, LLC, we provide expert assistance in the following areas:

 

 

Investments

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

 

Insurance

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

 

Financial Planning

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

Meet Michael

Michael-Franlkin-Headshots

Michael J. Franklin

Financial Advisor
michael@franklinlegacyfinancial.com
(407) 971-2002

Professional Experience

Michael has over 20 years of experience working in the financial services industry. Prior to founding Franklin Legacy Financial, he was a Client Services Representative with BNY Mellon/Pershing in Asset Services and Global Clearances servicing institutional clients. Prior to BNY Mellon/Pershing, he was with CNL Securities Corp. as a Sales Relations Representative helping his team to deliver alternative investment solutions such as real estate investment trusts, private placements, and mutual funds to broker/dealers. Prior to CNL Securities Corp. Michael was a financial advisor with UBS Financial Services, Inc.

He graduated from the University of Central Florida with a Bachelors of Science in Health Services Administration. He holds a Series 66 and Life, Health & Variable Annuities License. Michael lives in Oviedo, Florida with his wife and three children and is an active member at Most Precious Blood Catholic Church. 

 

Paladin Registry 5 Stars
This financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services Learn More.

Our Blog

Older couple embracing on a boat overlooking a body of water

5 Signs You’re Headed for a “Cushy” Retirement

Michael Franklin |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
An elderly woman wearing brightly colored, hip clothing doing a funny pose.

Longevity in Retirement & What You Should Know

Michael Franklin |
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...