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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
For some, the social impact of investing is just as important as the return, perhaps more important.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.