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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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Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Ready for Retirement?

Ready for Retirement?

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

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Choosing a Business Structure

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

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

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

Paying Off a Credit Card

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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