J.M. Franklin & Company, LLC

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J.M. Franklin & Company, LLC J.M. Franklin & Company, LLC is a family owned boutique retirement planning organization started in Securities offered through LPL Financial. Member FINRA & SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.finra.org and www.sipc.com
Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and JM Franklin & Company LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/02/2026

For retirement plan sponsors, benchmarking has become a familiar fiduciary exercise. However, in many cases, the process is still too narrow — focused on one line item, one provider quote, or one investment expense ratio.

11/01/2026

A family limited partnership is a partnership agreement that exists between family members.

10/31/2026

The child tax credit is a per-child tax credit against your personal income tax liability.

10/30/2026

When selling your business — whether to a family member, a key employee, or a third party — you effectively become a lender to the business unless the sale is entirely for cash.

10/29/2026

During the Medicare Open Enrollment Period review your coverage and make necessary changes.

10/28/2026

Consider reviewing your tax situation at year end for potential opportunities to reduce your tax liability.

10/28/2026

Open enrollment is your chance to make every benefit count.

10/27/2026

Active and passive portfolio management both have advantages and disadvantages.

10/26/2026

There are common obstacles that you should consider addressing when planning for your retirement.

10/25/2026

Although more workers indicated a lower level of retirement confidence in 2026, certain groups appear to be at higher risk than others.

Address

660 White Plains Road, Suite 530
Tarrytown, NY
10591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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