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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.