Why Us?

Franklin Legacy Financial’s mission is to help clients to reach their financial goals and objectives through a long-term financial planning relationship.



About Us

Franklin Legacy Financial, LLC was founded in 2014. Franklin Legacy Financial provides personalized confidential financial planning and investment management to individuals, trust, estates, charitable organizations and small businesses.


Core Values

Placing the interest of clients first.
Providing professional services with integrity and diligence.
Committed to life long learning.
Being a good citizen in the communities being served.


Our Process

Identify and Priorities Objectives
Identify your financial goals and prioritize them.
Gather information
Collect facts and figures based on your current situation
Analyze & Evaluate Financial Status
Explore various strategies to achieve goals.
Develop Financial Plan
Choose financial strategies that work for you and your family.
Start immediately so that savings have time to accumulate.
Monitor Plan
Regularly review progress and adjust.


Road to Retirement

Take control of your financial future and assess whether you're on track to a successful retirement in four easy steps.


Get Started

Are you Ready for Retirement?

Take Control and Find out now

Get Started

Our Services

At Franklin Legacy Financial, LLC, we provide expert assistance in the following areas:




Investments can play a key role in your financial security plan. The correct mix of investment based on your tolerance to risk and time frame can help you achieve your goals.



Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.


Financial Planning

Financial planning today has taken on many new dimensions that never had to be considered by earlier generations.

Meet Michael

Michael J. Franklin

Financial Advisor
(407) 971-2002

Professional Experience

Michael has over 20 years of experience working in the financial services industry. Prior to founding Franklin Legacy Financial, he was a Client Services Representative with BNY Mellon/Pershing in Asset Services and Global Clearances servicing institutional clients. Prior to BNY Mellon/Pershing, he was with CNL Securities Corp. as a Sales Relations Representative helping his team to deliver alternative investment solutions such as real estate investment trusts, private placements, and mutual funds to broker/dealers. Prior to CNL Securities Corp. Michael was a financial advisor with UBS Financial Services, Inc.

He graduated from the University of Central Florida with a Bachelors of Science in Health Services Administration. He holds a Series 66 and Life, Health & Variable Annuities License. Michael lives in Oviedo, Florida with his wife and three children and is an active member at Most Precious Blood Catholic Church. 


Paladin Registry 5 Stars
This financial advisor scored in the 90th percentile or higher when Paladin Research rated the quality of the advisor's credentials, ethics, business practices, and services Learn More.

Our Blog

There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement. The reality is that the cost of retirement has increased significantly, to the point where some retirees may need...