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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This worksheet can help you estimate the costs of a four-year college program.
Calculating your potential Social Security benefit is a three-step process.
It's important to make sure your retirement strategy anticipates health-care expenses.
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.