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.

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Disclosure

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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Company Info

Franklin, Parlapiano, Turner & Welch LLC
15115 Park Row, Suite 140
Houston, TX 77084
Phone: (281) 599-3129
Fax: (281) 398-9448

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