Unique Services

The Fee Only Fiduciary Experience

Unique Services

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. 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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Easy (K) - 401k Management Services

For those clients who wish us to manage 401k assets, we have developed a program to be able to regularly rebalance and update 401k portfolios with little to no ongoing involvement from clients.  Let us do the heavy lifting for you

Global Income Portfolios

We have a long track record of providing Global Income Strategies for our clients by investing in US domiciled companies and foreign companies through the use of American Depository Receipts on U.S. Exchanges. This has been expanded in recent years to include owning foreign companies directly on local exchanges as well.

For those wishing to invest directly in companies on foreign exchanges, this is available in our Global Income Portfolios through our association with Interactive Brokers.

Some annuities provide many features which are beneficial to clients, but we find many cases where individuals have bought something that sounded good at the time but has been underperforming due to excessive costs and does not provide all they were hoping for.  In these cases, they may be in need of an Annuity Rescue.

Lazy Dollar Solutions

If you ever become less than impressed with the rates you are getting on cash at the bank, take a look at our Cash Max options.  Through our association with TD Ameritrade we are able to offer some of the highest interest-bearing savings accounts in the country with automatic optimization of the interest rates across 9 banks to ensure your funds are earning the highest interest.  Total FDIC insurance per individual is $2.25 Million.  For a couple, this protection increases to $4.5 Million currently.

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

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