Live Life Confidently

Custom Financial Guidance so You Can Enjoy
Today and Have Peace for Tomorrow

 

Clarity. Confidence. Freedom.

No matter how successful you are, it can be difficult to enjoy your accomplishments when you feel uncertain about the future—you think and hope you’re on track for the life you want to live, but you’re not sure. That’s why at Franco Financial Strategies, we give people clarity about their financial situation so they can accomplish what matters most to them. We provide personalized guidance so you can see clearly where you are today, where you want to go, and how to create your best life. We work side by side with you to identify solutions that protect your wealth and your family as you maximize valuable opportunities. Our goal is to provide effective resources and direction that give you confidence to make wise financial decisions—so you have freedom to live your best life today as you prepare for a strong tomorrow. 

Meet Our Founder

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Francis Franco

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Strategic Alliances

Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below. Click on any of the logos below to learn more.

Our Difference

Refreshing Clarity

We provide practical education and step-by-step guidance to help you better understand your finances, because we know when you can see the bigger picture with clarity, you can feel confident that you’re making the best decisions for yourself and your family.

Custom Solutions

No two clients are the same, which is why we tailor our recommendations to suit your individual needs and objectives. We get to know you on a personal level so we can help you find exactly what you need to live your best life now and in the future.

Lifelong Partnerships

Our team is here for you in every phase of your financial journey. We provide hands-on support to help you develop and implement your strategies, and we’re available to answer questions and offer guidance whenever you need us.

Our Expertise

Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.

Personal Solutions

Business Solutions

Investment Management

Insurance & Annuities

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Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Step 1: Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.

Step 3: Develop

Develop a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps for you to take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of tax, legal and other advisors. We can do the same for you.

Step 5: Implement

We'll help you implement your strategy, and work closely with you and your other third-party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.

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