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Robert R. Dufresne, CFP®

Planned Financial Security

10203 Jim Edwards Rd
Haines City, FL 33844
Phone: (863) 439-4010
Fax: (863) 439-4012

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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