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Jeffrey M. Franklin, CFP®

Life and Wealth Planning, LLC

1 Penn Plaza
Ste 2109
New York, NY 10001
Phone: (212) 279-9121
Fax: (212) 279-9136

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Life Planning
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

Considerations: Hourly fees charged for financial planning; fees charged for investment management.

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