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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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The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This questionnaire will help determine your tolerance for investment risk.

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

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to estimate your capital gains tax.

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Use this calculator to better see the potential impact of compound interest on an asset.

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

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