Happy Lane Franklin
Certified Divorce Financial AnalystAccredited Asset Management SpecialistChartered Retirement Planning SpecialistAccredited Wealth Management Advisor
“The Uncommonly HappyFinancial Advisor!”
Tailored Wealth Management
Helping You Enjoy & Pursue Your Passion in Retirement
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
I help clients pursue and enjoy their passion in retirement. If you are an individual, couple or business owner who cares about your family and community, I can help organize your financial resources to meet your life’s goals in...
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.