The Skill to Advise. What's your risk number?
The Wisdom to Listen.
"A goal without a plan is just a wish."
~Antoine de Saint-Exupery
FRANZ TATUM WEALTH MANAGEMENT is a boutique wealth management firm offering individuals and their families, business owners and nonprofit organizations the resources to pursue the goal of simplifying and protecting their wealth in a comprehensive manner. We help clients set and implement clear goals aligned with their needs, values, and objectives.
We understand that life's purpose and balance are always changing. No single approach will work for everyone or even for an entire lifetime. Through formal and informal interchange of thoughts and information, your financial balance can be understood, planned, and pursued. Life is too short to follow someone else's plan - we find balance only when we follow our own.View Our Services
FRANZ TATUM WEALTH MANAGEMENT advisory team brings over 60 years of collective financial service experience.Learn More
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When you’re married and have children, insurance needs will be different.
It may help your business be better prepared in the event of the death of a principal or key employee.
A quick look at how federal income taxes work.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Calculating your potential Social Security benefit is a three-step process.
When considering life insurance, it's important to understand your options.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.