Frank Baumgartner

Franklin Financial & Retirement

About Us

Franklin Financial & Retirement specializes in helping individuals and families approaching or in retirement protect their wealth, reduce taxes, and create reliable lifetime income. With expert strategies like fixed indexed annuities, indexed universal life, and Social Security optimization, they offer comprehensive retirement planning services tailored to each client's needs.

The products and services we offer

Products & Services
Retirement Income Specialist by Franklin Financial & Retirement
My primary focus is helping you reduce retirement risk and establish guaranteed lifetime income so you can enjoy the retirement you’ve worked hard ...
Helping people protect their assets approaching retirement by Franklin Financial & Retirement
I help clients preparing for retirement with Insurance for Risk Free growth, tax free income, Long Term Care and Legacy planning.
Recommendations Given (22)
"Jesse is working on a tremendous project with great potential. I highly suggest speaking with him."
"Nicholas at Big Wolf Solutions works with high-net-worth individuals, business owners, and..." Read more "Nicholas at Big Wolf Solutions works with high-net-worth individuals, business owners, and retirees to explore potential savings and recovery opportunities, including R&D tax credit recovery, settlement recovery, merchant services, and healthcare cost-saving solutions. If you’re a business owner looking to reduce expenses or explore opportunities you may have overlooked, give Nicholas a call to see whether his programs could benefit your business."

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!