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
Building Your Legacy
A four-step framework for building a personal legacy.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What can be learned from the savings rate?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
To choose a plan, it’s important to ask yourself four key questions.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Lifestyle considerations in creating your retirement portfolio.
Do you have an estate strategy? You should.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.