About
Francis Financial Services
Our Vision
Francis Financial Services™ envisions a future where families and communities thrive in financial confidence and security. We aim to be a trusted leader in delivering values-driven financial education and services that inspire wise stewardship, generational wealth, and opportunities for lasting impact.
Our Mission
At Francis Financial Services™, our mission is to empower families and communities to build lasting wealth through wise stewardship and sound financial strategies. Guided by principles of integrity, discipline, and service, we help clients protect what matters most, manage resources with clarity, and create legacies that strengthen future generations. Our goal is to make financial confidence and freedom accessible to every household we serve.
Our Values
Stewardship
We believe in managing resources wisely and responsibly, helping clients make decisions that honor both today’s needs and tomorrow’s goals.
Integrity
Every service and recommendation is guided by honesty, transparency, and ethical standards that put people before profits.
Education
We empower families with the knowledge and tools they need to take control of their financial future and build generational wealth.
Service
Our work is rooted in serving others with excellence, compassion, and a commitment to seeing communities flourish.
Legacy
We strive to help clients create meaningful, lasting impact for their families and future generations through intentional planning.
What We Offer
Core Services
Life Insurance & Final Expense
Protect what matters most with customized coverage, term life, whole life, and final expense policies to safeguard your family’s future.
Mortgage Lending (Ohio Only)
Education-first mortgage guidance for Ohio residents , from pre-approval prep and credit coaching to debt-to-income planning. Coaching and courses for Debt to Income analysis, Understanding the Preapproal Process, What to expect for Closing.
IUL & Annuities
Build tax-advantaged wealth and secure retirement income through Indexed Universal Life (IUL) strategies and annuities.
Credit Restoration
Repair, rebuild, and protect your credit profile with audits, disputes, and long-term credit score strategies.
Financial Coaching
Practical, values-driven coaching programs, including Blessed Budgeting™, to help families budget wisely, pay off debt, and build wealth.
Debt Solutions
Personalized strategies for managing and eliminating debt, including payoff plans, consolidation guidance, and accountability systems.
Estate Planning
Support with wills, trusts, and beneficiary planning to protect assets, minimize taxes, and ensure your legacy is passed on smoothly.
Comprehensive Insurance Solutions
- Disability Insurance
Income protection to cover living expenses if illness or injury prevents you from working. - Travel Insurance
Coverage for medical emergencies, cancellations, and unexpected events while traveling. - Short-Term Major Medical Insurance
Flexible, temporary coverage for individuals and families during gaps in traditional health insurance.
- Group Insurance Coverage
Employer and association-based plans tailored to teams, businesses, and organizations. - Dental Insurance
Affordable coverage for preventive care, cleanings, and dental procedures. - Critical Illness Insurance
Lump-sum benefits to ease financial stress during serious health diagnoses such as cancer, stroke, or heart attack. - Long-Term Care Insurance
Coverage for extended care needs — assisted living, home health, or nursing home care — ensuring financial security in later years.