Contact Information

Carol Schmidlin is the President of Franklin Planning and has been advising clients on how to grow and preserve their wealth for over 16 years. She is a specialist in federal employee benefits, as well as an expert in retirement planning strategies.

Carol believes that financial planning is about more than a person's money --- it's about their values. Her focus is on protecting purchasing power not simply principal. She feels it is important to develop the right retirement plan for an individual's situation by utilizing tools that help manage taxes, market volatility and risk.

Carol provides a variety of retirement classes to federal agencies, along with topic-specific brown bag lunch training programs. Her clients understand the importance of working with a retirement specialist who has a thorough understanding of tax codes and how to utilize them in the most effective manner in retirement

Offering Advice Since

1994

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: RFC
Insurance Licenses:  Life & Health 
Security Licenses:   Series 7
Education:  Bachelor of Science in Business, Glassboro State College
Associations & Affiliations:  Ed Slott Master Elite IRA Advisor

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Cadaret Grant

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