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Mary D. Kirtland, CFP®

Kirtland Financial Management, Inc.

100 Almeria Ave
Ste 302
Coral Gables, FL 33134
Phone: (305) 648-0006
Fax: (305) 648-1800

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

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