Our Services

Franklin Wealth Management's planning process is based on listening, information gathering and building a comprehensive plan.  We firmly believe in building lasting relationships with our clients so that you are confident and secure with the recommendations and services we provide in an ever changing economy.  Some of the services we offer:

Individual/Personal Solutions

• Life Insurance Strategies - cash value and term coverages with multiple options.
• Retirement Plans - IRA accounts and Annuities
• Wealth Management - asset/professional money management services.
• Long Term Care - various programs designed for any need.
• College Funding - 529 Plans, Roth IRAs and Coverdell Plans.
• Tailored Financial Analysis and Output - our process of understanding your financial needs.
• Mortgage Protection Planning - cash value and term coverages with multiple options.
• Individual Health Coverage
• Disability Income Insurance - programs to protect your income if you are sick or hurt.

Business Solutions

• Group Benefits - life and disability insurance.
• Retirement Plans - 401 k, Single k, 412 i, 457, 403 b, SEP and SIMPLE.
• Business Life Insurance - key person and buy/sell coverages, disability income insurance.
• Long Term Care Covereage - plans designed for the business owner, or employees.
• Executive Carve-Out programs - designed for highly compensated executives.
• Tailored Financial Needs Analysis - planning for the business owner and key executives.
• Succession Planning - assistance with transitioning your business.