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.

Inflation, rising insurance costs, higher interest rates, and taxes are reshaping the retirement conversation for many A...
06/10/2026

Inflation, rising insurance costs, higher interest rates, and taxes are reshaping the retirement conversation for many Americans. That’s why retirement planning isn’t just about investments anymore. It’s about building a strategy that accounts for changing economic conditions and long-term lifestyle needs.

A thoughtful retirement plan should consider:
• Income sustainability
• Tax efficiency
• Debt management
• Healthcare costs
• Inflation impact
• Long-term flexibility

If you haven’t reviewed your retirement strategy recently, now may be a good time to revisit the conversation.

Give us a call: (423) 870-2140
Or visit us online: www.franklin-wealth.com

There are four major concepts retirees may want to evaluate when considering Roth conversions:1. Identify the optimal ti...
06/09/2026

There are four major concepts retirees may want to evaluate when considering Roth conversions:
1. Identify the optimal timing window
2. Intentionally manage tax brackets
3. Monitor Medicare IRMAA thresholds
4. Carefully determine where taxes will be paid from

Worried About Running Out of Time or Money? 7 Hacks to Make the Best Use of Both!Some are concerned about outliving the...
06/08/2026

Worried About Running Out of Time or Money? 7 Hacks to Make the Best Use of Both!

Some are concerned about outliving their retirement? Others run out of time too soon.
Learn the new retirement planning rules for making your money last & fully enjoying the healthy years of your retirement.

In this video, Certified Financial Planner, Joe Franklin explores how downsizing, moving, decluttering and many tax planning strategies can be used to ensure your retirement lasts longer than your do. We also review the 2026 long-term capital gains tax brackets, offering insights help maximize the benefits of your "golden window" in retirement.

The playbook that got us through the last 30 to 40 years is no longer working. High inflation, 20 year highs and interest rates and skyrocketing insurance have a lot of people going back to work and many others delaying their retirement. Learn how to navigate the new waters with a devaluing dollar, higher inflation and legislation that may make retirement more difficult than the last few years.

Concerned About Outliving Your Retirement? Learn the new rules for...

Roth conversions increase taxable income in the year they occur, and Medicare premium adjustments are based on income fr...
06/08/2026

Roth conversions increase taxable income in the year they occur, and Medicare premium adjustments are based on income from two years prior.

That means large Roth conversions could potentially increase Medicare premiums later if income thresholds are crossed.

This does not necessarily mean Roth conversions are a bad idea, but it does reinforce the importance of thoughtful planning and timing.

Will This Destroy Your Retirement? Own These to Protect Yourself | If Your 401k Allows Them!Does your 401k allow this...
06/07/2026

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

Does your 401k allow this? Most 401ks Won't Do It. How do you stop the approaching collapse from ruining your retirement? Own these to protect yourself.

Warren Buffett recently shared his biggest worry is inflation like we had in the 1970s, and many are asking: How can study the 1970s and take action to get a better return on our investments? This video discusses the return of inflation and its effect on bonds in 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.

In this video, Certified Financial Planner, Joe Franklin breaks down exactly how to build an inflation-protected portfolio so your 401k keeps up with real-world inflation, not just the official CPI. Whether you're already retired or still accumulating, you'll learn how to manage sequence risk, and which specific mutual funds may be available in your 401k to help protect your retirement income from rising costs in America.

Click Below to Learn More:

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

Worried About Running Out of Money in Retirement? 7 Hacks to Protect Your Nest Egg!Concerned About Outliving Your Retire...
06/07/2026

Worried About Running Out of Money in Retirement? 7 Hacks to Protect Your Nest Egg!

Concerned About Outliving Your Retirement? Learn the new rules for making your money last & thrive in retirement.

The retirement playbook is changing due to rising interest rates, high inflation in retirement and skyrocketing insurance costs.
In this video, Certified Financial Planner, Joe Franklin explores how a downsizing, moving, decluttering and many tax planning strategies can be used to ensure your retirement lasts longer than your do.

We also review the 2026 long-term capital gains tax brackets, offering insights help maximize the benefits of your "golden window" in retirement.

The playbook that got us through the last 30 to 40 years is no longer working. High inflation, 20 year highs and interest rates and skyrocketing insurance have a lot of people going back to work and many others delaying their retirement. Learn how to navigate the new waters with a devaluing dollar, higher inflation and legislation that may make retirement more difficult than the last few years.

Click on the link below to view:

Concerned About Outliving Your Retirement? Learn the new rules for...

Using money directly from the converted IRA or Roth assets to pay the tax bill can reduce the long-term benefit of the s...
06/05/2026

Using money directly from the converted IRA or Roth assets to pay the tax bill can reduce the long-term benefit of the strategy because less money remains invested and growing tax-free over time.

Instead, some retirees may benefit from using outside taxable assets, such as:
· Brokerage accounts
· CDs
· Money market funds
· Other non-retirement assets

This may allow the full converted balance to remain invested within the Roth account.

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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