Liz Aidoo announced as 2024’s Retirement Plan Adviser of the Year for Efforts in DEI. Read more about Liz’s amazing work and how she champions DEI at Francis and at our clients.
Category: In the News
A Milwaukee Couple Wants to Retire By 60. A Financial Advisor Gives Them A Road Map.
WALL STREET JOURNAL. Learn how Kelli Send, Senior VP of Financial Wellness, thinks this couple could retire by 60 and gain practical steps towards reaching your retirement goals.
Planning to retire soon? Here’s advice on how to plan for investment income.
Studies estimate retirees pay tens of billions in excess investment management fees due to conflicted investment advice. Read about the top four things you should investigate to protect your savings.
The PLANADVISER Interview: Michael Francis, Francis LLC
Article written by: Alex Ortolani, PlanAdviser and posted to PlanAdviser magazine When Francis was first started in 2004, it was built upon the firm belief that America’s workers deserve better. Our business model serves as a great example in the industry of how to serve retirement plan committees and their organizations’ employees with… Continue reading The PLANADVISER Interview: Michael Francis, Francis LLC
