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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Here are six flags that may make your tax return prime for an IRS audit.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Simple steps may help you foil hackers and protect your privacy.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.