Financial Planning Calculators

Franklin Quotential BESTFIT Questionnaire

This questionnaire will help determine which Franklin Quotential portfolio is right for you.

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Fund Fee Comparison and Proposal Tool

Use this tool to demonstrate the fee savings of our preferred pricing mutual fund series' and the potential impact that may have on investment savings.

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Tax-efficient Income Proposal Tool

Create customized income proposals featuring real historical data from Franklin Quotential Portfolios.

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Simplicity Pricing - Fee Comparison Tool

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