Life in a Box
This video shows how you can have access to all of your accounts and documents in your own private, secure and personal website. It provides day-to-day changes in balances and transactions, along with your valuable documents that can be especially handy for access while traveling anywhere in the world.
Watch this short video to learn more about your life in a box!
Let Us Get to Know You
Franz Tatum Wealth Management's first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our practice.
This confidential fact finder is a building block to our relationship with you. We want to understand your current financial situation and use that to create your future financial path to move towards your goals, dreams, needs and wants.
Please complete this fillable fact finder and send it to us or bring it with you for our first visit.