Your wealth management team


The Franklin & Lewis Investment Group is dedicated to helping institutions and individuals meet their financial goals.  Specializing in 401(k) Plans, defined benefit pension plans, health and welfare plans and individual investors.  We help you develop an investment plan around your long-term goals and risk tolerance.

We understand one size does not fit all.  Each plan is customized to help our clients meet their financial goal.

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The stock market ahead — better than you think

Jan 08, 2020 11:30 AM - 01:30 PM Central Standard Time
2540 North Cleveland Avenue Roseville, MN , 55113

Hear from RBC Wealth Management’s technical analyst, who will speak about his view on the future of the stock market.


Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.

Retirement Income Planning

If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call us today to discuss how We can put the steps into action for you.

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. And the decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will grow. Please contact us for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Global Outlook

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.