Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Business Taxes
- Estate Planning
- Investment Management
- Limited Partnerships
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
- Men's Finances
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: Securities & advisory services thru Commonwealth Financial Network, member www.finra.org/sipc.org. For residents of AZ,CA,CO,FL,GA,ID,IL,MO,NV,OH,OR,UT&WI. Fixed insurance products and tax prep offered by Hosler Wealth Mgmt are unrelated to Commonwealth
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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973 W Gurley St
Prescott
AZ
86305
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973 W Gurley St
Prescott
AZ
86305
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Select
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973 W Gurley St
Prescott
AZ
86305
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