Broker Check
Professional Women Safe & Secure Elder Care

The Skill to Advise.
The Wisdom to Listen.

What's your risk number?

"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

Experience

FRANZ TATUM WEALTH MANAGEMENT advisory team brings over 60 years of collective financial service experience.

Learn More

Community

Our commitment extends beyond serving our clients.

Learn More

Education

Provide relevant communication and knowledge to stay educated in today’s financial world.

Learn More

Helpful Content

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow