Products & Services

At Franklin Wealth Advisors, we provide assistance in the following areas:

Investment Services

Stock* and Bond* Trading
Mutual Funds
Brokerage Accounts
Variable Annuities*
Money Market Accounts*
Government Securities*
Certificates of Deposit
Limited Parnerships*

Financial Planning

Women's Financial Planning Department
Retirement Plans
Estate Planning
Tax Planning· Money Management
Money Purchasing Plans
College Planning
Educational IRAs
401(k) Plans
403(b) Plans
IRAs, SEPs, Roth IRAs
Tax Deferred Annuities
Deferred Compensation Plans

Insurance Services

Private Pensions
Fixed Annuities
Universal, Whole or Term Life Insurance
Disability Insurance
Long Term Care Insurance

Financial Advisory Services

Analyze the client's current portfolio to determine actual historical performance quantifying both risk and return.
Design a proposed portfolio that reflects a quantified level of diversification dictated by Markowitz's and Sharpe's "Modern Portfolio Theory".
Monitor on a regular basis and report to the client on a scheduled basis the actual performance of the portfolio

If you would like to know more about our Products & Services, please contact us at:

Franklin Wealth Advisors
11230 Cornell Park Drive
Cincinnati, OH 45242
Phone: 513-898-9099
Email: patricia@franklinwealthadvisors.net