Greg A. Franklin has been helping families and businesses with their financial well-being for over 45 years. Greg began his career in the financial and insurance business in1970 and now as Chief Marketing Officer of Franklin Wealth Advisors, he defines the firm’s goals and selects securities to research to provide personal, professional service to our clients. Through financial planning consultation, portfolio analysis, retirement plans, insurance analysis, business planning and investment counseling to individuals as well as businesses, personal trusts, and pension and profit sharing plans, Greg has firmly established his place as a trusted Advisor. Greg is a Registered Representative of IF Partners and licensed insurance agent, offers access to a wide range of investment and insurance services to private and public corporations and to non-profit organizations.
The wide range of financial and insurance programs Greg offers includes Key Executive Coverage, Deferred Compensation, 401k Profit Sharing Plans, Tax-Deferred Annuity Plans, 403(b) Plans, 457 Deferral Plans, Financial Planning, Risk Management, Employee Benefits, Disability Insurance, Mutual Funds, Registered Investment Advisory Services, offered through Independent Financial Partners (IFP), A registered investment adviser. Estate Analysis and Conservation and Extended Living Care Coverage.
Greg is a graduate of the University of Cincinnati
Registrations, Licenses & Affiliations:
- FINRA Series 7, 63 and 65
- Licensed Insurance Agent
- Past Board Member of the Cincinnati Association of Life Underwriters
- Past Board Member of the Cincinnati Chapter of the Financial Planning Association
IFP)