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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.

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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.

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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.

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PROCESS DRIVEN STRATEGIES
Learn about our discretionary managed account strategies.

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Trends in Charitable Giving

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9 Facts About Social Security

9 Facts About Social Security

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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A Penny Saved is Two Pennies Earned

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All Muni Bonds Are Not Created Equal

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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Where Will Your Retirement Money Come From?

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The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

TIPS for Inflation

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

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

A Look at Systematic Withdrawals

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Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

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

Tax Freedom Day

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

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Good Ship IPO

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Inflation and Your Portfolio

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