TwitterFacebookLinkedIn
Hero1 Hero2 Hero3 Hero4

Our Philosophy

bar

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, obtain financial peace of mind and 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's Signature

Joe D. Franklin, CFP
President and Founder
Franklin Wealth Management, LLC
A Registered Investment Advisor

 

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

 

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow