Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Mutual Funds
- Real Estate
- Insurance
- Job Loss
- Startup
- Retirement
- Stocks & Bonds
- Tangible Assets
- Long-term Care
- Succession Planning
- Starting a Family
- Sudden Wealth
- Men's Finances
- Special Needs
- Women's Finances
How Planner Charges
Considerations: Financial Plan compensation is based on Fee Only and determined upon completion of initial free consultation. Financial Planning Fees may vary from $500 -$5000.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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6 Corporate Dr
Shelton
CT
06484
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Select
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6 Corporate Dr
Shelton
CT
06484
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Select
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6 Corporate Dr
Shelton
CT
06484
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