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Home > Financial Planner Directory > Florida > Naples > Renee M. Porter-Medley, CFP®

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Renee M. Porter-Medley, CFP®

Key Private Bank

3777 Tamiami Trail North
Suite 100
Naples, FL 34103
Phone: (239) 659-8814

Saved in Saved Planners

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

Specialties

Comprehensive Financial Planning
Estate Planning
Investment Management
Life Planning
Retirement
Succession Planning
Sudden Wealth
Women's Finances

How Planner Charges

Fee Only

Considerations: I help my clients prepare and preserve their plans for retirement. This includes analyzing the numbers as well as conversations about life events and issues. I work as part of a team that includes a specialist in investment management and in tax planning.

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