Franklin Financial Planning is an independent, fee only wealth management firm. We integrate the disciplines of investment management, estate, tax, retirement, risk management, and philanthropic planning to provide a holistic perspective throughout the integrated wealth management process. Our primary goal is to help each of our clients achieve all that is important to them, so they can live their ideal life.
Our business philosophy is client interests always come first. As a Fee-Only Fiduciary we do not receive compensation of any kind from anyone other than our clients. This means we are only beholden to our clients and no other investment product or service companies. True independence allows us the flexibility to scour public and private, domestic and international markets when uncovering investment opportunities.
We believe investment risks must be actively managed. As a result, we manage our clients' portfolios with provisions for tactical adjustments based on economic or geopolitical conditions. We also incorporate the use of alternative investments, such as private equity, private debt, real estate, and other illiquid assets that provide uncorrelated returns to the broad stock market.