First among our firm’s unique attributes is our principal, Joyce Franklin. Ms. Franklin possesses graduate degrees in Personal Financial Planning and Taxation, as well as over two decades of financial-industry experience, including five years with Big Five accounting firms. She sits on the boards of several financial planning oversight groups and is frequently quoted by journalists seeking a voice of reason amidst all the economic hype. And since we’re a smaller firm, clients benefit from the personal touch that Ms. Franklin brings to the complex world of financial planning.
As a firm composed of both CPAs and Certified Financial Planners, JLFranklin Wealth Planning bases all financial decisions on sound investment principals and your personal goals and dreams. With our tax background, we are uniquely aware of the tax implications of every action. We also specialize in stock-option planning for employees and executives.
Recent accounting scandals have tarnished some reputations in the industry, but surveys that measure consumers’ trust consistently rate CPAs at the top of the list. This rating is due to professionally dictated standards of integrity, competence, and objectivity — standards which JLFranklin adheres to resolutely. We use a fee-only compensation structure that assures no conflict of interest in our decision-making.