S 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 to guide our clients to invest with purpose, creating blueprints, and empowering them so they can live well. 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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The New Red Scare: Chinese Ownership of U.S. Debt
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A few strategies that may help you prepare for the cost of higher education.
A quick look at how federal income taxes work.
Don't let procrastination keep you from pursuing your financial dreams and goals.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.