trong and enduring relationships are the most important resource within our practice. Each investor is unique and that is why we are dedicated to understanding you and your needs before we offer any investment advice. Financial planning isn’t simply about investment selections and portfolio balances. It’s about ensuring you have the means to enjoy the here and now while also preparing for your future.
We believe clear channels of communication and quality service are vital ingredients in establishing a strong rapport with clients. To deliver the highest quality service we have developed a team approach to remain responsive to our clients' needs at all times. Providing assistance and support to our fellow associates and their clients is fundamental to sustaining a quality work environment. Doing so nurtures opportunities for unparalleled service, personal growth and job satisfaction.
At Franklin Wealth Management, our mission is inspire and empower everyone to turn their dreams into reality. We are committed to providing thorough financial planning services, insightful investment advice and the highest quality customized service possible. Every member of our team looks forward to helping you achieve your goals and realize your dreams.
Joe D. Franklin, CFP
President and Founder
Franklin Wealth Management, LLC
A Registered Investment Advisor
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This worksheet can help you estimate the costs of a four-year college program.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A few strategies that may help you prepare for the cost of higher education.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, covering how bond laddering works.
Investors seeking world investments can choose between global and international funds. What's the difference?