Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Insurance
- Life Planning
- Retirement
- Sudden Wealth
- Special Needs
How Planner Charges
Considerations: I am an objective and independent fee-only CFP® practitioner. I sell no products and accept no commissions. Fees are based on the complexity involved and time required to build custom tailored investment portfolios and financial plans.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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100 N Union St Ste 350
RSA Union Bldg
Montgomery
AL
36104
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100 N Union St Ste 350
RSA Union Bldg
Montgomery
AL
36104
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Select
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100 N Union St Ste 350
RSA Union Bldg
Montgomery
AL
36104
|
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