Although Franklin Wealth Management is headquartered in Hixson, Tennessee, we serve clients across the nation. Our experienced, dedicated wealth management team works with select families, institutions, business owners and retirees.
Franklin Wealth Management offers the following services:
Our team of professionals will design a plan that directs you from your current financial situation, towards financial freedom. Because the only constant in life is change, we provide regular reviews and modifications, assuring that your WealthFit™ plan is current and dynamic.
Our Profit & Protect Investment Process leverages more than 60 years of collective planning and investment management experience on the part of our senior professional staff.
Upon death, you can leave your money to your family, your church, your charities, or to the government....and you must choose two out of the four. Our planning and wealth management professionals will work together in concert with our legal consultants to maximize the distribution of wealth to pursue your objectives. We will establish a comprehensive estate plan that leaves little to chance.
Whereas we do not prepare taxes, we are very involved in helping our clients with tax planning strategies. We will develop a plan to help minimize your taxes over time by taking a proactive rather than a reactive approach.