Company
Overview
Financial planning encompasses two goals: increasing your disposable income through tax savings and investments, and building assets. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial outlook. With a comprehensive financial plan, prepared through our registered investment advisor, you will have taken the first step toward increasing your financial independence and wealth. Our goal is to give you the best Financial Tools for Building Wealth.
Activities
Through quantitative analysis and systematic diversification of investments and money management, a portfolio is designed to work toward achieving the client’s financial objectives, offering the client an opportunity to achieve a potentially attractive rate of return while minimizing risk. Franklin Wealth Advisors does not take custody of clients’ funds and all accounts are non-discretionary. The client always retains the final decision on each recommendation. The portfolio is positioned with the clients’ needs and risk tolerance firmly in mind. A clear and comprehensive performance report is reviewed with each client at a regularly scheduled meeting. We work to give you the best Financial Tools for Building Wealth.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working toward making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to strive toward getting there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We are committed to giving you the best Financial Tools for Building Wealth.