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Are JLFranklin clients involved in investment decisions?

Absolutely. Client input during the investment-planning phase determines risk tolerance and outlines investment time horizon. We offer an objective, consensus-driven process that is designed by both the planner and the client. This process retains our objectivity and integrity and provides our clients with unbiased advice that is tailored to their specific needs. Our recommendations are based on your preferences. You will be presented with these recommendations before the assets are purchased, so that you can endorse, modify, or reject any particular item.

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The BE WISE Planning Strategy
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