Four Cornerstones of Wealth

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The foundation for achieving financial goals is laid on four cornerstones.

We operate on these cornerstones as we work with clients to build, manage, preserve, and transition their wealth:

1. Investments
Create a strategy for long-term growth and future cash flow to help to properly fund your plan.

2. Financial Balance Sheet
Actively support your overall wealth in a comprehensive manner, so you understand your resources and how to build upon them.

3. Risk Management
Identify strategies to help safeguard your life’s wealth and the people it supports.

4. Trust and Estate
Leave the legacy you have worked so hard to build.
Services

Services

Add confidence to your financial future.

At McGee Franklin Financial Group, we understand your dreams and help you reach them using a custom investment plan that puts your money to work for you. We bring together everything you need: investing, trust, retirement advice, access to lending services through Wells Fargo affiliates and more partnered with the planning expertise to help you succeed. 

It’s your future. Be confident in it today.

Retirement Planning

 We help you determine how much you need to retire comfortably. You’ll be confident knowing you have a partner helping you manage assets and investment income before and during retirement.

Investments

We’ll help you find the ideal portfolio mix personalized to you with the right blend of risk and reward for your unique circumstances. We know the best breed investments to help you reach your goals with confidence.

Liability Management

As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products including, securities-based financing, residential mortgages, home equity financing, business financing and credit cards. 
 

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
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Risk Management

We assess your current needs and the policies already in place, then identify gaps with the Wells Fargo Advisors Envision® process to help protect you and your loved ones. We’ll offer cost effective strategies for obtaining a necessary level of protection with solutions like long term care, disability, term, and universal life insurance.


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Estate Planning

Our estate-planning and trust specialists will work with you to review your wills and trusts to preserve your estate for your intended heirs. We help with beneficiary designations and reduce potential exposure to estate taxes and probate costs by coordinating with your tax and legal advisors.

 
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Tax Management

Your portfolio should be tax efficient. We partner with you to design it so you have both investment and tax diversification combined with tax saving investment strategies. When needed, we refer you to qualified tax specialists.

Wells Fargo Advisors is not a legal or tax attorney





Education Funding

We recommend investment and accumulation strategies to help you pay for your children’s or grandchildren’s education and prepare the next generation investor for a varied financial landscape.

Philanthropy

If you want to make charitable giving part of your investment plan, we offer tax efficient wealth management tools that utilize donor-advised funds and charitable trusts. Clients are often pleasantly surprised to see how far their philanthropic goals take them during their lifetime.

Business Owners

We offer a full suite of work sponsored retirement plan choices including 401ks, SIMPLEs, and SEPS. We’ll help you assess the need for key person insurance and connect you with business lending partners when needed

Environmental, Social and Governance (ESG) Investing

If your goal is to make a difference beyond personal wealth generation, we will partner with you to help align your financial and investment goals with your social values.
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.

What You Can Expect

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Listening

In an industry full of experts who talk, McGee Franklin Financial Group listens. The experience and knowledge we have to offer you is only valuable when we’ve listened to your needs, goals, and dreams.

Analysis
With an understanding of your previous experience, current financial situation, and future goals, we go to work for you. We explore the variety of options available to you and create a plan to help achieve your life goals.

Explanations
You don’t have to be a financial planner to understand your plan. We will explain our recommendations to you in simple terms. You will understand your plan so clearly you’ll be able to explain it to others.

Implementation and Adjustments
Life happens and goals change, so we help your plan adjust accordingly. After your strategy is implemented, we will monitor and evaluate it continually to keep you on target to achieve your goals.