Franklin Financial Planning, Inc.
Registered Investment Advisor
Investment Philosophy

After extensive research with an industry leader in investment management, we concluded that every investment portfolio must be dynamic.  Without a provision for ongoing tactical asset allocation adjustments based on macroeconomic and geopolitical events, such as interest rate changes and market cycles, an investment portfolio becomes exposed to excess risk and lackluster investment performance because the portfolio was constructed based on the investment environment and the “buy and hold” philosophy of yesteryear. 


Performance and risk in the traditional “buy and hold” portfolio are at the mercy of the markets.  Instead of letting the markets control their investments; FFPI's clients would rather trust their portfolios to a Fee-Only Registered Investment Advisory firm that reduces volatility by actively managing risk and taking advantage of low-expense alternative investments whose performance has minimal exposure to the volatility of the stock markets.