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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Tips on insuring your teen driver.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here are 4 great, and sometimes unexpected, places to raise a family.
Earnings season can move markets. What is it and why is it important?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?