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J. Samuel Fitch, CFP®

Warren Averett Asset Management, LLC

2500 Acton Rd
Birmingham, AL 35243
Phone: (205) 769-3349
Fax: (205) 979-6313

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • 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.