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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

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Investment Strategies for Retirement

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

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

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How will you weather the ups and downs of the business cycle?

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