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| The Wealth Planning Quarterly™ |
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Announcing
San Francisco and Palo Alto Locations Please call for directions to our San Francisco and Palo Alto offices. |
JLFranklin Wealth Planning® provides individualized wealth management services to successful high-tech employees and executives, and to human resources executives. We help our clients preserve wealth, mitigate risk and taxes, care for their families, and pursue their dreams.
Under the leadership and counsel of Joyce L. Franklin, CPA, CFP®, JLFranklin Wealth Planning is a full-service firm that focuses on individual clients whose financial lives we can impact the most. We specialize in tax planning, stock-option planning, and investment planning, as well as comprehensive financial life planning that coordinates each client's financial resources with his or her values, goals, relationships, and interests.
We provide our services on a fee-only basis and are not compensated through commissions. So our guidance comes without conflict of interest or compromise. Our judicious, consensus-driven 5-step process reveals each client's unique concerns and needs. The foundation of our wealth planning approach is this ability to uncover the entire financial picture, which goes far beyond specific asset management or estate planning into the realm of our clients' most important values, relationships, and lifelong dreams. This process retains our objectivity and integrity and provides you with straightforward, customized, actionable advice.
| Telephone: | (415) 925-3400 |
| Fax: | (415) 925-3401 |
| E-mail: | info@JLFwealth.com |
Directions to Our Marin Office
Please call for directions to our San Francisco and Palo Alto offices.