Client Experience

Client Experience

Our Commitment to First Class Service

The client experience with Franklin Wealth Management is about so much more than providing the best rates or the swiftest execution. Providing first class service really comes down to being interested in people and their quality of life.

Enjoy the difference of working with a Fee-Only wealth management firm and relax knowing that many of the brokerage conflicts and proprietary product issues have been eliminated.

Franklin Wealth Management Service Values:

  • We build strong relationships and create Franklin Wealth Management clients for life.
  • We are always responsive to the expressed and unexpressed wishes and needs of our clients.
  • We are empowered to create unique, memorable and personal experiences for our clients.
  • We understand our role in pursuing the Key Success Factors and creating The Franklin Wealth Management experience.
  • We continuously seek opportunities to innovate and improve the client experience.
  • We own and immediately work to resolve client problems.
  • We create a work environment of teamwork and lateral service, so that the needs of our clients and each other are met.
  • We have the opportunity to continuously learn and grow.
  • We are involved in the planning of the work that affects you.
  • We protect the privacy and security of our clients, our fellow employees and the team’s confidential information and assets.

Franklin Wealth Management

Check the background of your financial professional on FINRA's BrokerCheck.

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

Franklin Wealth Management, LLC. © 2022 All rights reserved.