Jlfranklin Wealth Planning

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

22 Years

in Business

(415) 925-3400Call Visit WebsiteVisit Website Map & DirectionsDirections900 Larkspur Landing CirLarkspur, CA 94939 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Larkspur with Financial Planning Consultants

Greenbrae (2 miles)
Corte Madera (3 miles)
San Rafael (3 miles)
San Anselmo (5 miles)
Mill Valley (6 miles)
Fairfax (8 miles)
Belvedere Tiburon (10 miles)
Sausalito (10 miles)
Richmond (14 miles)
San Pablo (15 miles)

More Info

Payment method

cash

Location

Larkspur Landing Office Park

Neighborhoods

Larkspur Landing Circle, East Larkspur

Other Links

https://www.jlfwealth.com

http://jlfwealth.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (415) 925-3400

Address: 900 Larkspur Landing Cir, Larkspur, CA 94939

Website: https://www.jlfwealth.com

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Jlfranklin Wealth Planning

Tax Planning
JLFranklin Wealth Planning takes a team approach to working with clients whose financial lives we can impact the most. We specialize in tax planning as well as planning for stock options and other equity awards, helping our clients to meet their goals and live their dreams.
Charitable Giving
One way to combine tax efficiency with charitable giving is to contribute to a donor-advised fund. Many custodians offer these vehicles, including Schwab Charitable, which we mention below in our examples. This post explains why charitable giving through a donor-advised fund is a powerful strategy, and how to tell if it is a good fit for you.
Estate Taxes
Tax Services
Tax Deductions
Contributing to a donor-advised fund allows you to take a current-year tax deduction, if you are eligible to itemize. Those who are not eligible to itemize deductions can make a large lump sum contribution to pre-fund several years of charitable donations at once, and thus overcome the standard deduction threshold.
Income Tax
All clients receive ongoing financial planning. With this service, we help you preserve your assets by taking appropriate risk with your investments, minimizing income taxes, and protecting what you’ve worked hard to accumulate. Long-term goals and short-term needs are all part of the equation. As your situation changes, or if you want to consider new possibilities for the future, we can quickly incorporate those changes into your plan.

Investment Management
Very. Client input during the investment planning phase determines risk tolerance and outlines the investment time horizon. We offer an objective, consensus-driven process that is designed by both the planner and the client. This process retains our objectivity and integrity and provides our clients with unbiased advice that is tailored to specific needs.
Mutual Funds
Additionally, if you choose to invest the funds in your account, rather than leaving them in cash, the underlying mutual funds have their own associated fees. Contributing an amount that will satisfy multiple years of your charitable grants—when you’re in a high tax bracket just before retirement, but not earlier—will minimize your fees.
Wealth Management
We are an independent, fee-only wealth management firm, so our guidance comes without conflict of interest or compromise. We are accountable only to our clients and work every day to earn their trust.

Accounting Services
Payroll Services

Financial Planning
JLFranklin Wealth Planning, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by JLFranklin Wealth Planning. We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use health and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below.
Retirement Planning
Asset Management
What makes us unique is our expertise in equity award planning and in-depth tax matters, along with our individualized approach. We go far beyond asset management into big picture stuff, like values, relationships, and lifelong dreams.
College Funding

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