Recognitions : Franklin Capital Strategies | Vienna, VA & Independence, OH

Recognitions

Forbes Top 100 Logo

Forbes 2022 Top Financial Security Professional

September 1, 2022

In 2022, Paul Franklin was recognized as one of Forbes’ Top Financial Security Professionals, an honor granted to just 100 agents across the nation. We are incredibly excited to receive this award, and we are extremely grateful to our clients who made this possible. Insurance professionals earned this recognition based on various criteria such as personal interviews, assets under management, and compliance records. Honorees were chosen by SHOOK Research, an independent research firm. To learn more about their methodology, click here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top FinancialSecurity Professional (FSP) rankings(including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology).FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

DC Modern Luxury’s Men of Style

DC Modern Luxury’s Men of Style

May 10, 2020

From the moment Paul Franklin stopped playing competitive sports after college, he knew he wanted to coach and help people on and off the field. Fast forward almost 15 years, and he’s still doing both at a high level. As principal of Franklin Capital Strategies (FCS), Paul is a third generation financial professional with offices in the DC region and Cleveland, Ohio. FCS helps crystalize the goals and wishes of business owners, corporate executives, professional athletes, entertainers and a wide range of clients seeking a sound financial future.

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How a High School Football Coach Landed NFL, MLB and NBA Clients

How a High School Football Coach Landed NFL, MLB and NBA Clients

May 10, 2020

Professional athletes are among the most coveted clients for advisors – and present unique financial challenges that those athletes are typically ill-equipped to handle themselves. Paul Franklin leveraged his role as a high-school football coach to pursue a career serving those clients.

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How to Prepare for 5 Unexpected Costs of Retirement

How to Prepare for 5 Unexpected Costs of Retirement

March 19, 2018

However, they could be setting themselves up for financial failure if they don't consider other unforeseen expenses that might be lurking in their future. “These are expenses that are not built into the budget or the cash flow,” says Paul I. Franklin, principal of financial advisory firm Franklin Capital Strategies in Vienna, Virginia.

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Coaching Athletes On Their Foundations

Coaching Athletes On Their Foundations

December 5, 2017

The kinds of risk that athletes take on the football field or basketball court may not serve them as well when they are dealing with their finances.

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Holiday Budget Tips

Holiday Budget Tips

November 27, 2017

Although black Friday has passed there's holiday shopping that still needs to be done, and today Paul Franklin, principal of Franklin Capital strategies, shared tips on how to be budget savvy this holiday season.

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Interview With Franklin Capital Strategies Founder Paul I. Franklin

Interview With Franklin Capital Strategies Founder Paul I. Franklin

November 1, 2017

The following interview is with Paul I. Franklin, Founder and Principle of Franklin Capital Strategies. Franklin Capital Strategies specializes in the protection, accumulation, and distribution of wealth to individuals, families, small businesses, entrepreneurs, and professional athletes throughout the country. This interview was conducted by Evan Thammahong, J.D. Candidate and aspiring NFL/Sports Agent.

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When Clients Get Nervous, Go Back to the Basics

When Clients Get Nervous, Go Back to the Basics

October 29, 2017

This time we hear from Paul Franklin, founder of Franklin Capital Strategies with offices in Washington, D.C., and Cleveland. He discusses how revisiting assumptions about risk tolerance and goals can help reassure nervous clients.

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Financial Planning for Professional Athletes

Financial Planning for Professional Athletes

October 16, 2017

Franklin shares his vision of what makes a great financial strategic plan for athletes, and has worked with many professional athletes and is himself a long-time athlete and football coach. Through these experiences, he has become an expert on the intersection of sports and financial strategies.

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To Woo Millennial Clients, Show Them a Tech-Savvy Human

To Woo Millennial Clients, Show Them a Tech-Savvy Human

September 25, 2017 | 11:50am

Paul Franklin is principal at Franklin Capital Strategies in Vienna, Va. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. As told to Alex Coppola.

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For the Record - September 2017

For the Record - September 2017

August 30, 2017

Franklin Capital Strategies, a financial strategies firm, has opened an office in Vienna. Paul Franklin, a third generation financial adviser who has worked in the industry since 2009, founded the firm. The company also has a location in Cleveland.

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Heard About Hawks

Heard About Hawks

July/August 2017

Paul Franklin ’02 has returned to Cleveland, where his financial strategies firm, Franklin Capital Strategies (FCS), is opening a new office in Beachwood.

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Professional Recognition

Professional Recognition

July 18, 2017

Franklin has announced the launch of a new office in Vienna. Franklin Capital Strategies is a full-service financial strategies firm founded by Franklin. He coordinates planning efforts on behalf of the firm’s clients in areas such as investments, insurance and estate planning.

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