Portfolio Management, Wealth Planning, Estate Planning, Risk Management, Tax Planning, and Retirement Planning.
Although Franklin Wealth Management is headquartered in Hixson, Tennessee, we serve clients across the nation. Our experienced, dedicated wealth management team works with select families, institutions, business owners, and retirees.
Franklin Wealth Management offers the following services:
Portfolio Management
Our 5-step investment process leverages more than 60 years of collective planning and investment management experience on the part of our senior professional staff.
Wealth Plan
Our team of professionals will design a plan that directs you from your current financial situation, towards financial freedom. Because the only constant in life is change, we provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic.
Estate Planning
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.
Tax Planning
Whereas we do not prepare taxes, we are very involved in helping our clients with tax planning strategies. We will develop a plan to help minimize your taxes over time by taking a proactive rather than a reactive approach.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org
The LPL registered representatives associated with this page may only discuss and/or transact business with persons who are residents of the following states, AL, CA, FL, GA, IN, OH, SC, TN and VA.
We created Franklin Wealth Management to break away from impersonal corporate agendas and focus on what is best for our clients. Our mission is to inspire and empower you to turn your dreams into reality.
