DescriptionYour Retirement Quarterback, Peter Wechsler is President and co-founder of Franklin Retirement Solutions, a company that has specialized in meeting the financial needs of seniors and retirees for over ten years. Peter was named 2009 FIVE Star Wealth Manager (as seen in Philadelphia Magazine). Peter is extremely knowledgeable and passionate about his work. His clients find him to be both personable and extremely dedicated, and enjoy knowing that his entire practice is focused on retirees and their unique financial planning needs. Through his planning techniques, Peter's clients realize individualized financial plans that reduce their financial risk, save tax dollars, protect assets from long term care costs, and avoid probate. He also specializes in making certain that his clients avoid disaster from the IRA Tax Trap. His main goal is to bring you peace of mind in your retirement years. Many clients have said the thing they like the best about working with him is that they can now sleep comfortably at night no more worrying. Peter continually takes courses to stay current on all estate planning and elder care issues. Peters genuine concern for his clients overall well-being enables him to successfully meet their financial planning needs while building long-lasting, meaningful relationships with them. He specializes in the areas of retirement and estate planning for both individuals and families. His primary goal is to continually improve his clients financial positions while protecting their assets. He accomplishes these goals through a blend of planning services that are tailored to the specific financial needs of each client. Peter was born and raised in the Mt. Airy section of Philadelphia and now resides in Bala Cynwyd. Peter has two grown sons, Jeremy Zevin, living in Philadelphia and the other, Jeremy Wechsler, Esq. Peter and Jeremy work closely as Jeremy is the Estate Planning Attorney for Franklin Retirement Solutions. Peter has also served as a foster dad and a mentor to numerous teenage kids over the years, having most recently taken in a 17 year old in early 2006. Peter has been active in many community organizations and has served on the executive board of several non-profits. In 1971, at the age of nineteen, Peter founded Vend-Rite Service Corporation and sold it in 1997 after having grown the organization to become the largest independently owned vending and food service company in the Philadelphia area. Peter has since enjoyed a great second career in the financial services industry.
OverviewFranklin Retirement Solutions has become one of the premier planning firms in the Philadelphia metropolitan area. As Your Retirement Quarterback™, Peter Wechsler leads the Franklin Retirement team in helping clients take the complexity out of financial, retirement and estate planning. Our niche market is working with middle income conservative savers who need to protect their nest egg. Our clients want to insure they have enough inflation adjusted guaranteed income no matter how long they live, along with a well crafted legacy plan so their wishes are properly carried out. Our unique and easy-to-understand 4-Step Process to a successful retirement is what separates us from other retirement planning firms. This 4 Step Process includes Income Planning, Tax Planning, Risk Exposure/ Risk Comfort Level and Legacy Planning. Whether you're exploring financial and estate planning for the first time, looking for a second opinion, or simply unhappy with your current planner, give us a call!