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J. Jeffrey Lambert, CFP®

J. Jeffrey Lambert, CFP®

1024 Iron Point Rd
Folsom, CA 95630
Phone: (916) 685-7040

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Cross-border Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Real Estate
  • Retirement
  • Life Planning
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.