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Donald L. St. Clair, CFP®, EA

300 Harding Blvd
Ste 202
Roseville, CA 95678
Phone: (916) 677-4282
Fax: (916) 722-4282

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Investment Management
  • Employee Benefits
  • Retirement
  • Personal Taxes

 

How Planner Charges

Considerations: Clients choose from asset-based, or flat fee arrangement. Annual fees based on income, assets and complexity.

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