Clients

JLFranklin Wealth Planning is an independent, fee-only wealth planning firm.

What makes us unique is our expertise in equity award planning and in-depth tax matters, along with our individualized approach. The foundation of our work is our ability to address clients’ entire financial picture, going far beyond asset management into values, relationships, and lifelong dreams.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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