Franklin Wealth Management, LLC

Franklin Wealth Management, LLC Portfolio Management, Wealth Planning, Estate Planning, Risk Management, Tax Planning, and Retirement.

To sign up for our online community and receive free resources, go to https://www.franklin-wealth.com/fwm-newsletter/ for more. 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.

Avoid Going Broke | Retirement Drawdown Strategies to Preserve Wealth (Case Studies) Withdrawing funds in the right orde...
06/04/2026

Avoid Going Broke | Retirement Drawdown Strategies to Preserve Wealth (Case Studies)

Withdrawing funds in the right order can make a big difference in how much income you can enjoy in retirement and how long your money will last. Those who are unaware of the spending order may run out of funds decades before those who know how to spend efficiently from a tax perspective. Your liquidation strategy can make the difference between leaving your family nothing and passing on millions to the next generation.

Join Certified Financial Planner, Joe Franklin, as walks through case studies showing the difference between spending in a tax efficient manner versus drawing down retirement funds inefficiently.

Retirement Drawdown Strategies to Preserve Wealth (Case Studies) ...

While headlines about Social Security reform can create uncertainty, retirement planning should focus on building a stra...
06/03/2026

While headlines about Social Security reform can create uncertainty, retirement planning should focus on building a strategy that can adapt over time.

At Franklin Wealth Management, we encourage individuals to evaluate:
·Multiple income sources
·Tax-efficient withdrawal strategies
·Inflation considerations
·Healthcare costs
·Long-term retirement sustainability

Trump's Plan to Destroy the Dollar (And How to Protect from This)In this video, we explain why the US dollar is falling ...
06/03/2026

Trump's Plan to Destroy the Dollar (And How to Protect from This)

In this video, we explain why the US dollar is falling at its fastest pace in decades.

We talk about recent tariffs and trade deals under the Trump administration that affect the dollar and global markets. We look at how a weaker dollar helps US exports but makes investing in the US harder.

We show why investors outside the US, like in Europe and emerging markets, have seen higher returns in 2025 and 2026. We discuss currency values, stock performance, and how different countries compare on price and growth.

https://www.youtube.com/watch?v=tUvIfsMD9FI

We also break down how a weaker dollar could shape exports, jobs, and debt in the future. This video helps you understand trade policy, currency moves, and global investing options.

US Dollar Weakness, Trade War, & Where to Invest ...

Why Many Trusts & Estate Plans Fail  |  Avoid These MistakesWhy do so many trusts and estate plans not work the way they...
06/03/2026

Why Many Trusts & Estate Plans Fail | Avoid These Mistakes

Why do so many trusts and estate plans not work the way they were meant to?

In this video, Certified Financial Planner, Joe Franklin explains why trusts can be useless if they’re not funded or executed correctly and what common mistakes families make that lead to costly probate and confusion.

Why Most Trusts & Estate Plans FAIL (Avoid Probate Nightmare + Key Mistakes) do so many trusts and estate ...

Retiring Soon? Don't Make This Huge Mistake! Growth or certainty - what's your retirement priority? Your answer affects:...
06/03/2026

Retiring Soon? Don't Make This Huge Mistake!
Growth or certainty - what's your retirement priority?

Your answer affects:

1. The best time to start drawing Social Security
2. Your lifetime retirement income
3. How much you pay in taxes
4. How long your IRA & 401(k) last
5. What you leave behind for your family

In this video, we break down:

✅ Claiming Social Security at 62 vs 70 (Pros & Cons)
✅ Why a hybrid Social Security strategy often works best for married couples
✅ How Roth conversions can reduce retirement taxes
✅ The impact of investment returns, inflation, and tax brackets
✅ How to maximize after-tax retirement income
✅ Strategies for 401(k)s, IRAs, Roth IRAs, pensions, and taxable brokerage accounts
✅ Avoiding the Social Security tax torpedo
✅ Retirement withdrawal strategies for conservative vs aggressive investors
✅ How to leave more tax-free wealth to your children and grandchildren

Many retirees focus only on maximizing benefits. But the REAL key may be maximizing after-tax income over your lifetime.

If you’re nearing retirement or already retired, this retirement planning discussion was made to help you make the best decisions going forward.

Watch here:

Claiming Social Security at 62 may be the best option for risk taki...

06/02/2026

Bonds get destroyed by high inflation rates. To protect your retirement, watch the full video here: https://youtu.be/0LE_of9mGVY

Will Inflation Destroy your Retirement? Own These to Protect Yourself | If Your 401k Allows ThemIf your 401k allows this...
06/02/2026

Will Inflation Destroy your Retirement? Own These to Protect Yourself | If Your 401k Allows Them

If your 401k allows this, own these things to Stop Inflation from destroying your retirement.

Inflation is back, and many are asking: what is inflation, and how does it impact our investments? This video discusses the return of inflation and its effect on 401(k)s, highlighting why most cannot be protected. We explore the concerns around a global spending crunch due to rising bond yields and review historical data on inflation's impact from 1970-1980, offering insights for your retirement planning and wealth preservation.

Inflation is quietly destroying retirement portfolios and if you're a U.S. Investor still using a traditional 60/40 portfolio or relying on long-duration bonds, your 401k and retirement savings could run out years earlier than planned.

If your 401k allows this, own these things to Stop Inflation from d...

Address

4700 Hixson Pike
Hixson, TN
37343

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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