What services does JLFranklin Wealth Planning provide?

We offer financial planning, investment management, and tax services. We also provide stock-option planning services that help reduce concentrated equity positions while minimizing risk and tax exposure. Our clients gladly delegate the implementation and monitoring of their investment portfolio. In return, they save time and receive rational, disciplined guidance.

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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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