What do typical JLFranklin investment-management clients look like?

Our typical investment-management clients have a minimum of $1 million in assets available for management. Many of our clients have stock options and come to us for strategic stock-option planning, so as to minimize taxes, increase diversification, and decrease their overall investment risk. We also provide hourly tax and financial planning for clients who do not meet our investment-management minimums.

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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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