Financial Advisors

Franklin Wealth Management is a financial planning firm based in Hixson. Its website says it works with families and individuals on retirement income, Social Security planning, investment management and tax and estate planning. The firm also lists business succession planning, education planning and 401(k) management. According to its website, it is a fee-only practice that does not sell commissionable products, and it describes its approach as faith-based and relationship-driven. The site says it serves clients across the Chattanooga area, including Cleveland and Collegedale, and Dalton, Georgia. This is general information only and not financial advice. Contact the firm to learn what fits your situation.

Allon Planning Partners is a financial planning firm with a Chattanooga office on East Brainerd Road. The firm also lists offices in Knoxville, Nashville and Atlanta on its website. According to its website, Allon describes its work as comprehensive financial planning rather than investments alone. The services listed include investment management, income planning, tax planning, healthcare cost planning, estate and legacy planning, and business planning. The site says it coordinates with estate attorneys and CPAs on the legal and tax parts of a plan. The website also has a retirement readiness quiz, a tax calculator, a client log-in and a page for scheduling an appointment. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser, according to the firm's disclosure.

Benson Wealth Management is a financial advisory firm on Apison Pike, near Collegedale and Ooltewah. Its website lists two main areas of work: investments and financial planning. On the planning side, the site mentions retirement planning, wealth preservation and estate planning. The firm describes a process that starts with learning a client's goals, then builds, carries out and regularly reviews a customized strategy. The website points visitors to FINRA's BrokerCheck for background information on its financial professionals and offers online consultation booking and a client login.