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William D. Van Keulen, CFP®, MBA

Carnick & Company, Inc.

675 Southpointe Ct
Ste 102
Colorado Springs, CO 80906
Phone: (719) 579-8000 x2
Fax: (719) 579-8010

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Corporate Finance
  • Estate Planning
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Special Needs

 

How Planner Charges

Considerations: Employee - Owner

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