JLFranklin Wealth Planning

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. 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.

Under the leadership and counsel of Joyce L. Franklin, CPA, CFP®, JLFranklin Wealth Planning can help you better understand and plan for your financial goals. We are a full-service firm that focuses on individual clients with investable assets of approximately $2 million or more, including retirement accounts. We specialize in tax planning, stock-option planning, and investment planning, as well as comprehensive financial life planning.

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 you with straightforward, untarnished advice that is tailored to your specific needs.