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Marie A. Burns, CFP®

Clifton Larson Allen

20 E Thomas Rd
Suite 2300
Phoenix, AZ 85012
Phone: (602) 266-3589
Fax: (602) 266-2907

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Succession Planning
  • Long-term Care
  • 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.