Unique Processes - Franklin Wealth

Unique Processes

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THE FEE ONLY FIDUCIARY EXPERIENCE

Unique Processes

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. Learn the difference between working with Fee-Only Certified Financial Planners who act as Fiduciaries within an advisory relationship where the clients needs come first rather than just considering what is suitable enough to check the box and be able to purchase products. Although Franklin Wealth Management is headquartered in Tennessee, we serve clients across the nation. Our experienced, dedicated wealth management team works with select families, institutions, business owners and retirees.

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WealthFit™ Conditioning

Many work hard to get physically fit, but ongoing conditioning to stay fit is what we all strive to achieve. Once a plan is created we work hard to help clients stay financially fit over time by staying abreast of market conditions, tax law changes, changing client needs, life transition periods and the political landscape.

For More on our WealthFit Process please click below:

Asset & Risk Management

Our Profit & Protect Investment Process combined with our Global Income Strategy and our Retirement Income Harvesting Strategy work in concert to help you grow your nest egg, provide sustainable income and enable your hard earned wealth to last a lifetime. This process involves the creation of your Family Index Number and a V-Deca stress test to customize the strategy for your personal preferences and needs.

Estate Plan Implementation

Upon death, you can leave your money to your family, your church, your charities, or to the government … and you must choose two out of the four. Our planning and wealth management professionals will work together in concert with our legal consultants to maximize the distribution of wealth to pursue your objectives. We will establish a comprehensive estate plan that leaves little to chance ensuring the plan is not only developed but also implemented.

Long-Term Tax Planning

Whereas we do not prepare taxes, we are very involved in helping our clients with planning strategies to minimize taxes over their lifetime. We will develop a plan to help minimize your taxes over time by taking a proactive rather than a reactive approach.

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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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