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Joyce L. Franklin, CPA, CFP®

JLFranklin Wealth Planning

900 Larkspur Landing Cir
Suite 185
Larkspur, CA 94939
Phone: (415) 925-3400
Fax: (415) 925-3401

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Household Income Minimum: $0
Investable Asset Minimum: $1,500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.