Find the Certified Financial Planner™
Who's right for you.

Paul A. Lemon, CPA/PFS, CFP®

Integrated Financial Planning, P.C.

269 North Rd
Durango, CO 81303-6430
Phone: (970) 259-6739

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Hourly billing based on $190 per hour payable monthly or quarterly.

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