You are in control of your future
You should feel confident in your financial future.
Our holistic approach to wealth management goes beyond investing to focus on current and long-term financial needs, including lifetime income planning, investment management, estate planning strategies and trust services.
We believe in providing effective, unbiased advice. That’s why McGee Franklin Financial Group of Wells Fargo Advisors uses fee-based investing, a structure that offers an unmatched opportunity to serve clients in a cost-effective manner.
Our holistic approach to wealth management goes beyond investing to focus on current and long-term financial needs, including lifetime income planning, investment management, estate planning strategies and trust services.
We believe in providing effective, unbiased advice. That’s why McGee Franklin Financial Group of Wells Fargo Advisors uses fee-based investing, a structure that offers an unmatched opportunity to serve clients in a cost-effective manner.
We can help you get there
1. We will develop a deep understanding of your goals, circumstances, and risk tolerance.
2. You’ll receive a customized investment plan through Wells Fargo Advisors' dynamic Envision® process.
3. Your plan will help your lifestyle while building dependable, meaningful long-term results and a potential reliable lifetime income stream.
4. We will partner with you to monitor and adjust the plan on an on-going basis.
2. You’ll receive a customized investment plan through Wells Fargo Advisors' dynamic Envision® process.
3. Your plan will help your lifestyle while building dependable, meaningful long-term results and a potential reliable lifetime income stream.
4. We will partner with you to monitor and adjust the plan on an on-going basis.
Why Us
Please click on our "Why Us" video above. The video shares about our passion ad what makes us unique.
Our Process
Our Process
1. We will develop a deep understanding of your goals, circumstances, and risk tolerance.
2. You’ll receive a customized investment plan through Wells Fargo Advisors' dynamic Envision® process. Your plan will help you maintain your lifestyle while building dependable, meaningful long-term results and a reliable lifetime income stream.
3. We will partner with you to monitor and adjust the plan on an on-going basis.
1. We will develop a deep understanding of your goals, circumstances, and risk tolerance.
2. You’ll receive a customized investment plan through Wells Fargo Advisors' dynamic Envision® process. Your plan will help you maintain your lifestyle while building dependable, meaningful long-term results and a reliable lifetime income stream.
3. We will partner with you to monitor and adjust the plan on an on-going basis.
