Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Asset Allocation
- Business Taxes
- Investment Management
- Estate Planning
- Limited Partnerships
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Irregular Income
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Startup
- Succession Planning
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: Commission only on Insurance Services.
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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PO Box 6738
Glendale
AZ
85312
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PO Box 6738
Glendale
AZ
85312
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Select
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PO Box 6738
Glendale
AZ
85312
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