Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Limited Partnerships
- Mutual Funds
- Retirement
- Life Planning
- Nontraditional Households
How Planner Charges
Considerations: Comprehensive Financial Planning is by the hour. Annual services are annual retainer, paid quarterly.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
7470 E Knollwood Dr
Tucson
AZ
85750-2200
|
|
Select
|
|
7470 E Knollwood Dr
Tucson
AZ
85750-2200
|
|
Select
|
|
7470 E Knollwood Dr
Tucson
AZ
85750-2200
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
