Innovative Advice for Business Minded Professionals
We specialize in working with business minded professionals in transition. Whether you are looking forward to the retirement of your dreams, selling a business, or developing inter-generational plans for the future, Franklin Wealth Management is here to guide you through the process.
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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A few strategies that may help you prepare for the cost of higher education.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
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
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.