Profit & Protect Investment Process

Shielding Portfolios from Unnecessary Risks

Profit & Protect Investment Process

The number and diversity of investment choices available today are staggering. The days of simply buying and holding a portfolio of stocks, bonds or other investments are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help strengthen your portfolio against today’s extreme market volatility.

The Franklin Wealth Management investment models are discretionary managed accounts that allow us to pro-actively adjust to market conditions. 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.

Profit & Protect Investment Process

Step 1: Create dynamic diversified portfolios based on asset and sector classes where we see improving fundamentals, value and momentum.

Step 2: Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios.

Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.

Step 4: Track and monitor various catalysts to help enhance the investment entry and exit decision process.

Step 5: Reassess portfolio cash flows and family risk parameters as often as every 6 months in concert with our tax strategy.

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.

TO VIEW THE CRS FORM, PLEASE CLICK HERE.

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.