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Richard E. Krichbaum, CFP®

Marquis Wealth Management Group

6216 Whiskey Creek Dr
Suite A
Fort Myers, FL 33919
Phone: (239) 454-1117
Fax: (239) 454-0249

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Household Income Minimum: $80,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Identity Theft
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • 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.