Our Services

Financial services are offered in the following areas:

  • Planning for Retirement
  • Post-retirement Distribution Strategies
  • Income Tax Management
  • A Disciplined Approach to Investment Planning and Management
  • Multi-generational Wealth Management
  • Asset and Income Protection
  • Stock Option Exercise Strategy
  • College Planning
  • Estate Planning

Please note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client. Franklin, Parlapiano, Turner & Welch LLC does not serve as an attorney, accountant or insurance agent. Franklin, Parlapiano, Turner & Welch LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.