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Advisor Tools

GAIN FROM OUR PERSPECTIVE

Hypotheticals

Use this tool to create hypothetical investment portfolios, compare portfolios or compare investments using Franklin Templeton and other funds.

Social Security Optimizer

Create claiming strategies to help your clients maximize their social security benefits.

Investor Behavior

Do instinctive behaviors impact our investment decisions?

Seminars

A library of client-use presentations covering a variety of topics, along with corresponding invitations and literature.