PFS Investments Inc. and Franklin Templeton

Franklin Templeton is proud to partner with PFS Investments Inc. to help your clients reach their goals through successful investing.

EXCITING NEWS: Franklin Templeton has partnered with PFS Investments Inc. to provide objective-based sample portfolios for different client needs. For additional information, please click here.

For a complete list of PFS Investments Inc. approved investments, click here.

FRANKLIN INCOME FUND (FKIQX)

The fund follows a flexible, value-oriented investment philosophy seeking income and long-term capital appreciation potential by investing in dividend-paying stocks, convertible securities and bonds.

This is a new Class A symbol for new accounts as of 9/10/18. Effective 9/7/18, this fund renamed its existing Class A shares to Class A1 and closed to new accounts. For Class A1 NASDAQ symbols, please visit franklintempleton.com. Existing shareholders may continue to add money to Class A1 accounts.

FRANKLIN GROWTH FUND (FKGRX)

The fund seeks long-term capital appreciation by investing substantially in the equity securities of companies that are leaders in their industries, and which the managers believe are suitable for a
buy-and-hold strategy.

FRANKLIN DYNATECH FUND (FKDNX)

The fund seeks capital appreciation by investing primarily in companies which management believes are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions in the dynamically changing global economy.

TAKE A BALANCED APPROACH - FIVE FUND COMBINATION

If you're concerned about choosing the right time to get into the market, take timing out of the equation. This brochure and flyer explains the importance of asset allocation as a strategy over time and outlines a compelling combination of Franklin Templeton Equity and Fixed Income Funds.

FRANKLIN TEMPLETON 529 COLLEGE SAVINGS PLAN

ADDITIONAL FUNDS FOR CONSIDERATION

Online Tools To Help Address Your Needs

To access online tools, please register to gain access. If you need assistance with registering, please contact Franklin Templeton Sales and Marketing Services at (800) DIAL BEN/342-5236.

Rethink Social Security

Re-think Social Security

The Social Security Optimizer tool can help you to customize a benefits filing strategy based on data inputs for your client's specific situation.
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Collage Planning Calculator

College Planning Calculator

Create a personalized college savings report that projects the future cost of college and the amount needed to fund college expenses.
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Road Test Your Client's Portfolio

Road Test Your Client's Portfolio

The Advantage Hypotheticals tool gives you the ability to build hypothetical presentations of Franklin, Templeton and Mutual Series funds, as well as funds from other fund companies, in a single report.
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Additional Resources to Support Your Practice

CUSTOMIZED FOR PFS INVESTMENTS INC.

POPULAR LITERATURE

SPANISH LANGUAGE LITERATURE

GENERAL INVESTING INFORMATION

INVESTOR'S GUIDES

ADDRESSING VOLATILITY WITH CLIENTS

RETIREMENT

SOCIAL SECURITY

COLLEGE PLANNING

FORMS & APPLICATIONS