You’ve Mastered the Miles.
Now It’s Time to Master Your Money.
For high-performing endurance athletes preparing for retirement, we provide elite-level wealth guidance tailored to your lifestyle.
You’ve trained with discipline, set ambitious goals, and pushed through setbacks.
Your financial life deserves the same intentionality.
At Franklin Madison Private Wealth, we help endurance athletes like you turn peak performance into lasting financial freedom with a customized plan that supports your goals before, during, and after retirement.
Your financial life deserves the same intentionality.
Because Retirement Isn't a Sprint.
It’s an Ultra.
You’ve spent years earning your success. And just like long-distance running, your financial future depends on pacing, strategy, and knowing when to make your move.
We work with high-achieving runners preparing for retirement who want more than just investment advice.
They want a partner who understands that wealth isn’t just about numbers, it’s about living with purpose.
This Is Where the Premier Wealth Blueprint® Comes In.
It’s not a one-size-fits-all plan. It’s a personalized, step-by-step financial , tax and investment strategy built around your lifestyle, your goals, and your next finish line.
We’ll help you:
- Convert assets into tax-smart retirement income
- Align your wealth with what matters most
- Eliminate the mental clutter of “what ifs”
- Transition from accumulation to confident distribution
- Preserve your legacy, not just your savings
Managing Your Wealth Without a Blueprint Can Feel Overwhelming
You’ve built a solid career. You’ve been a disciplined saver. You’ve done the hard work.
But now you’re staring down the retirement stretch…
And the questions keep piling up:
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When can I actually retire with confidence?
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Am I making the most of my investments and savings?
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What about taxes? Health care? A legacy for my family?
If you’re feeling the pressure, you’re not alone.
Many high performers hit this point and realize that financial success alone doesn’t equal financial clarity.
They’re running a strong race, just without a course map.
That’s Where We Come In.
We specialize in helping runners like you remove the guesswork and build a financial game plan that actually fits your lifestyle.
Because if you wouldn’t train for a marathon without a plan, why would you retire without one?
A Clear Process for People Who Hate Guesswork
The Premier Wealth Blueprint is an end-to-end financial planning, tax planning and investment management design, planning and execution approach that transforms financial complexity into simplicity, giving you the clarity to focus on what matters most: living the life you’ve worked so hard to build.
The Premier Wealth Blueprint Solves Complex Problems
With the Premier Wealth Blueprint, our solution is specially tailored to the unique needs of accomplished professionals like you who have complicated finances:
OUR SPECIALIZATIONS
Retirement Planning
Early retirement or financial freedom isn’t just a dream—it’s a plan. We’ll:
- Design a savings and income strategy to bridge taxable/qualified account distributions.
- Stress-test your retirement plan using realistic inflation & investment return scenarios.
- Help you achieve independence on your terms.
OUR SPECIALIZATIONS
Tax Planning
Don’t pay more than your fair share. Our proactive approach ensures you:
- Minimize tax burdens through strategic planning.
- Maximize your wealth’s potential with a tax-efficient strategy.
- Ensure you’re not leaving your loved one’s with a surprise tax bill.
OUR SPECIALIZATIONS
Estate Planning
Your legacy deserves to be protected. We’ll help you:
- Ensure your best-interests are best represented should the unexpected happen.
- Create a framework for preserving and distributing your assets.
- Secure your family’s vision in a tax-efficient manner.
OUR SPECIALIZATIONS
Mind Over Money
Struggling with scattered and disjointed finances? It doesn’t have to be this way. We’ll help you:
- Create a cohesive, personalized financial action plan aligned with your life goals.
- Understand how your unique money mindset impacts your financial decisions.
- Stay accountable and on track to achieve long-term financial clarity and confidence.
OUR SPECIALIZATIONS
Stock Awards
Equity compensation can be complex, but it doesn’t have to be overwhelming. We’ll help you:
- Organize and optimize your stock awards.
- Make the most of your compensation and ideally time sales.
- Diversify your income to secure long-term financial stability.
OUR SPECIALIZATIONS
Preserving Wealth
If you’ve received a windfall, inheritance, or stock award, we’ll:
- Give your sudden wealth a purpose.
- Develop a plan to secure and grow your wealth.
- Help you make confident decisions to preserve your financial future.
Your Path to Wealth Clarity Starts Here
Here’s what you can expect in the first 90-days:
- Introductory Meeting: Understand your goals and assess your current situation.
- Values & Goals Meeting: Clarify what matters most and identify priorities.
- Data Gathering: Collect and organize financial data for a solid foundation.
- Pre-Flight Check: Review preliminary insights to ensure alignment.
- Strategic Analysis: Develop a comprehensive financial plan.
- Plan Delivery: Present a tailored roadmap with actionable steps.
But we don’t stop once your financial plan is delivered. We’ll work with you step by step to overcome obstacles, make necessary course corrections and turn your plan into a reality.
In fact, we’ll make as many revisions to your financial and investment plan as necessary to ensure our guidance practically aligns with your needs.
A Premier Wealth Blueprint to Get Your Financial House in Order and Keep it that Way Forever:
- A purpose-driven financial framework tailored to your needs.
- Organization of financial documents and streamlined asset management.
- A detailed, actionable financial plan.
- Monthly action schedules for Year 1, transitioning to maintenance in Year 2+.
- Proactive advising for adjustments as life changes.
- Annual tax planning and ad-hoc meetings.
- Referrals and support for estate and insurance planning.
- Professional investment management.
- Roth conversion implementation.
- Tax loss/capital gains harvesting.
- Comprehensive cash management solutions.
- Done-for-you tax preparation.
- Concierge services.
What Our Clients Are Saying
Here's How to Get Started
Step 1: Attend an Introductory Video Call
We’ll meet virtually via Zoom for 45 minutes to discuss your current financial needs and determine if we’re a good fit.
Step 2: Review and Approve Your Planning Agreement
We’ll discuss in plain English how we’ll work together, and provide in black and white your costs, and what you get right from the start.
Step 3: Get Started and Get Organized
Once you're a client, we’ll guide you each step of the way to giving your money purpose and getting your current financials organized as we prepare to develop your financial plan.
Don't Wait Another Day
Your path to securing your financial independence begins with a clear plan. With the Premier Wealth Blueprint, you’ll gain the clarity, confidence, and peace of mind you deserve.
Don’t let financial complexity hold you back another day. Schedule your consultation today and take the first step toward getting your financial house in order so you can secure your financial independence.