Financial Planning

Fee Only Fiduciary Advice

Financial Planning

Enjoy the difference of working with a Fee-Only planner and relax knowing that many of the brokerage conflicts and proprietary product issues have been eliminated. While each person’s financial concerns are different, there are common elements that tie us all together - achieving financial security, caring for our families and planning for the future.

Many of our clients have similar questions.

  • Am I paying too much in taxes?
  • Can I afford to retire?
  • Will I run out of money?
  • How am I doing now?
  • How much house can I buy?
  • When should I exercise my stock options?
  • Is it too late to plan?
  • Is now the right time to get into the market?
  • What can I do to prepare for my child’s education?
  • How can I ensure that my estate will be handled according to my wishes?
  • Do I need long-term care, life or disability insurance?

Financial planning can help provide answers to these questions.

Proper financial planning can give you more time to focus on the things that are important to you. Our team members work together and thoughtfully blending our skills, knowledge and experience to help you with your financial planning and investment service needs.

Franklin Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

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