Francis Financial Planner and Director of Inclusive Engagement Strategy to become a shareholder at Francis.
Category: In the News
Francis & Client Awarded 2026 PENSIONS & INVESTMENTS EDDY for Outstanding Financial Wellness Program
Johnsonville and Francis win First Place Eddy award for their workplace financial wellness program.
Can a case be made for active management?
Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
Making a case for Roth 401(k) accounts in your retirement
Roth 401(k) accounts, available since 2006, offer relief by letting you save through payroll deduction, invest broadly, and withdraw all contributions and accumulated earnings entirely tax‑free.
2025 Top Retirement Plan Adviser: Michael Francis
In recognition of his selection as 2025 Top Retirement Plan Adviser, PLANADVISER interviewed Mike Francis on what makes Francis LLC unique.
How Fiduciary Duty and Cognitive Decline Intersect
Explore how plan sponsors can support their plan participants experiencing cognitive decline.
Retirement investors must have a solid plan to handle economic turmoil
Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
Excellence in Financial Literacy
Francis and two of its employees were honored with Financial Literacy Awards from the WI Governor, Tony Evers, for excellence in financial education.
Francis Names Two New Partners
Francis announces the addition of two new shareholders to the Firm.
Francis Financial Planner WINS Retirement Plan Adviser of the Year Award for Efforts in DEI
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.
