The Franklin Difference


Investing and Advising with Clients Cooperatively

At Franklin City Investments we have been in business located in Franklin WI for 22 years. My background began at a small firm then 10 years at one of the largest firms before starting Franklin City Investments as its own entity. Our first interest is being a firm where clients can come for a second or third opinion. We do not charge for your initial review. They are merely a way of introducing ourselves to you and allowing you the opportunity to see how we can help you. We seek to provide you strategies that fit your own personal needs and wants. The revenues of Franklin City Investments come only from our work with clients. 

Our strategic Philosophy

For our clients we are trying to maintain profitability and income if needed, increase net worth, and help plan properly for short term needs as well as long term goals while attempting to reduce tax and estate burdens. We accomplish this by working cooperatively with you, your own accountant and attorney to create an investment strategy that works for you. 

The first step includes a complete overview of your finances, your tax situation, your current holdings, as well as your current needs and ultimate goals, and always kept in the strictest confidence. Control and flexibility, as well as knowledge of how your money is being invested are paramount to us. We believe that it is an investment representative's role to work with their clients to achieve the client's goals. We feel that adequate liquidity and intermediate needs and long term goals must be approached with strategies that are not only time tested, but fit the current economic climate. In any financial environment we cannot direct the wind, but we can adjust the sails to help take advantage of it. 

Our methodology is based on your situation

Doing the right thing will help give you greater piece of mind. In order to accomplish this goal we use many various financial tools in combination to help achieve your future goals as well as your current needs.

For the short term these tools include:

  • Money Markets
  • Stocks
  • Treasuries

For intermediate needs we utilize:

  • Managed portfolios 
  • Stocks; municipal bonds; closed ended funds; exchange traded funds (ETFs) among others.

For long-term goals and for maintaining wealth we utilize

  • Investment portfolios
  • Trusts
  • Tax free bond portfolios 
  • Carefully choosen instruments of many combinations, among various investment tools. 

Diverse Clientele

We pride ourselves on being able to help clients from many different backgrounds that have unique situations or unique needs. Our strategy always reflects each client's individual situation in order to provide the best tools and advice for their individual needs. What many people find is that our approach is low key, confident, and easily adjusted when making any strategic financial changes.

 

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