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Lynn Ballou, EA, CFP®

Ballou Plum Wealth Advisors, LLC

250 Lafayette Cir
Suite 203
Lafayette, CA 94549
Phone: (925) 283-2201
Fax: (925) 283-8535

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.