Innovative Advice for Business Minded Professionals
Whether you are looking at the retirement of your dreams, selling a business or developing intergenerational plans for the future, we specialize in working with business minded professionals in transition.
We created Franklin Wealth Management so that we could be innovative and develop a fun family atmosphere in a traditionally cold and antiquated industry, offering clients our unique WealthFit™ process completely unconstrained by a large corporate agenda.Contact Us
WE BELIEVE IN BEING DIFFERENT
We created Franklin Wealth Management to break away from impersonal corporate agendas and focus on what is best for our clients. Our mission is to inspire and empower you to turn your dreams into reality.
THE WEALTHFIT™ PROCESS
We believe it is important to stay fit physically and financially. Our Wealthfit™ process is at the core of everything we work with clients to accomplish over their lifetimes.
PROCESS DRIVEN STRATEGIES
Learn about our discretionary managed account strategies.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Real Estate Investment Trusts right for your portfolio?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.