Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- Attending College
- Banking
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Mutual Funds
- Insurance
- Retirement
- Succession Planning
- Long-term Care
- Sudden Wealth
- Nontraditional Households
- Special Needs
- Women's Finances
How Planner Charges
Considerations: Compensation is primarily commission, but fee-only and fee-based relationships are available
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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located at Alabama Credit Union
220 Paul W Bryant Dr E
Tuscaloosa
AL
35401-2007
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Select
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located at Alabama Credit Union
220 Paul W Bryant Dr E
Tuscaloosa
AL
35401-2007
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Select
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located at Alabama Credit Union
220 Paul W Bryant Dr E
Tuscaloosa
AL
35401-2007
|
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