Who Is A Typical Client of Happy Franklin

We work with a variety of clients covering a wide range of situations. 
Our clients typically face life situations and issues such as the desire to:

  • Have a diversified portfolio created for them 
  • Have guaranteed income in retirement
  • Have a financial plan for their retirement
  • Have access to private money managers
  • Have access to private equity portfolio managers
  • Have access to a wide variety of other alternative investment managers
  • Have unique cash flow, retirement and succession planning needs that need to be addressed
  • Have a desire to leave a substantial legacy while maintaining maximum control
  • Would like information on a 1031 or 721 exchange to defer capital gains

Our clients tend to be busy, family-oriented professionals, business owners and retirees.  Many times they are looking to organize and simplify their financial lives so they can focus on what they enjoy most.  They are financially comfortable, and live well within/below their means.  They pay themselves first, and their bills and credit cards on time. They typically have little or no debt upon entering retirement, and are financially comfortable in life. 

Our clients are able to achieve many goals, such as traveling, owning a vacation home, or being able to gift to the family, charity or other heirs.  

Most of our clients have usually saved some kind of nest egg.  And while they may be capable of managing it themselves, they value the services of a professional team.  They don’t have the time, desire, or expertise to go it alone in the increasingly complex world of finance.  They are advisable, easy going and generally comfortable with who they are and where they are in life. 

Happy Franklin provides a “one-stop comprehensive financial planning experience” for clients interested in increasing their financial education & who are capable, intelligent decision-makers. 

Happy Franklin offers a simple, step-by-step process to help coordinate and manage her clients’ financial lives, so you can spend more time on those things in life you cannot delegate.