Overview
Headquarters
Larkspur, CA
Category
Enjoy life. Plan wisely.®
JLFranklin Wealth Planning provides individualized financial life planning and wealth management services. We customize our services for each client, coordinating specific financial resources with goals, risk tolerance, and lifestyle. Our diverse client-base is drawn from San Francisco, Marin, and the greater Bay Area. Regardless of their circumstances, all our clients enjoy the peace of mind that comes from delegating their financial details and big-picture to qualified, compassionate advisors. They sleep well at night and spend their days focusing on the things they enjoy. We specialize in tax planning, stock-option planning, and investment planning, as well as comprehensive financial life planning that coordinates each client's financial resources with his or her goals, risk tolerance and lifestyle. We provide services on a fee-only basis. Since we are not compensated through commissions, we are not biased towards any particular investment or insurance product. We offer a judicious, consensus-driven financial life-planning process designed by both the planner and the client. This process retains our objectivity and integrity and provides our clients with straightforward, untarnished advice that is tailored to your specific needs. JLFranklin Wealth Planning provides wealth management services. The Company offers portfolio management, risk mitigation, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. JLFranklin Wealth Planning serves customers in the United States.
