Relationships are The Difference

At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams. We care for our clients’ futures as if they were our own. We build relationships through comprehensive wealth management services including holistic financial planning, investment management, retirement planning and employee benefits.

Learn More

Our Services

01

We Listen To You - Your Goals, Needs and Dreams

02

We Evaluate Your Needs and Financial Position

03

We Create a Customized Financial Plan to Help You Turn Your Dreams into a Reality

04

We Implement and Monitor the Plan To Optimize Results

OUR PROCESS

With a high level of attentiveness, we listen to what drives you. We create and implement a plan using the financial strategies that assist you in accomplishing your goals. To continue to serve you after the plan is implemented; we monitor your plan and make adjustments as needed.

Focusing on this process helps our clients: (1) instill confidence in their investments (2) bring clarity to their financial future (3) develop financial independence through the steps they are taking to accomplish their goals (4) be accountable while keeping them on track. 

Read More