We’ll take the time to get to know you; what your financial situation is; and what your financial questions, concerns and goals are. Retirement planning is at the core of what we offer, whether you are preparing for retirement or already there. First we try to help you understand if you are on track for the financial security you envision for your retirement and help you implement a plan to get there. Next steps may include building wealth outside of your retirement plan(s), building a tax-free stream of income for retirement, college savings for children/grandchildren, funding long-term care expenses, or passing your wealth to the next generation including working closely with your CPA and/or attorney during the estate planning process.
Heidi has worked at Franklin Investment Services since February 2013. Heidi aspires to provide clients with exceptional customer service. She lives in Wooster with her husband Doug. They share two adult children, Darrian and Abigayle and three fur babies.
Since 1989 Matt has guided clients through multiple market cycles and major life events. Matt’s core focus is retirement planning. He has helped clients in or nearing retirement develop effective wealth accumulation, retirement income distribution and legacy planning strategies designed to help preserve a lifetime of assets while minimizing the impact of taxes. Matt takes great pride in having worked with multiple generations of family members; including three, four and even five generations of the same family.
Matt graduated from the University of Illinois in 1989 with a BS in Finance and after working with Edward Jones for over 17 years, founded Franklin Investment Services in 2007. Matt holds his FINRA series 7, 24, 63 and 65 securities licenses. He resides in Wooster with his wife, Chris. They have two grown children, Carter and Courtney. He is an avid fan of harness racing and enjoys shooting trap and sporting clays, playing golf and spending time with his family.