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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Password Protection Strategies

Password Protection Strategies

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

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Life and Death of a $20 Bill

How long does a $20 bill last?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

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

Historical Inflation

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

View all calculators arrow

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow