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
Recommendations Received (8)
Sharene Oldham
Sharene Coach, LLC
Highly Recommended
"Frank gives full explanations about his retirement planning and what to expect."
"Very Professional and has a lot of knowledge in the industry"
Products & Services
My primary focus is helping you reduce retirement risk and establish guaranteed lifetime income so you can enjoy the retirement you’ve worked hard ...
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 Yocca
Big Wolf Solutions
Highly Recommended
"Nicholas at Big Wolf Solutions works with high-net-worth individuals, business owners, and..."
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"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."