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| In the News |
| The Wealth Planning Quarterly™ |
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Franklin Financial Advisors is now known as JLFranklin Wealth Planning. |
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JLFranklin Wealth Planning® provides individualized financial life planning and wealth management services. We customize our services for each client, coordinating specific financial resources with goals, risk tolerance, and lifestyle. Our diverse client-base is drawn from San Francisco, Marin, and the greater Bay Area. Regardless of their circumstances, all our clients enjoy the peace of mind that comes from delegating their financial details and big-picture to qualified, compassionate advisors. They sleep well at night and spend their days focusing on the things they enjoy.
Under the leadership and counsel of Joyce L. Franklin, CPA, CFP®, JLFranklin Wealth Planning can help you better understand and plan for your financial goals. We are a full-service firm that focuses on individual clients with investable assets of approximately $2 million or more, including retirement accounts. 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 goals, risk tolerance and lifestyle.
We provide financial planning and investment management services on a fee-only basis. Since we are not compensated through commissions, we are not biased towards any particular investment or insurance product. We offer a judicious, consensus-driven financial life-planning process designed by both the planner and the client. This process retains our objectivity and integrity and provides you with straightforward, untarnished advice that is tailored to your specific needs.
| Telephone: | (415) 925-3400 |
| Fax: | (415) 925-3401 |
| E-mail: | info@JLFwealth.com |