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Home > Financial Planner Directory > Florida > Jacksonville > Lonnie W. Brooks, III, CFP®, CLU, ChFC, AEP
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Lonnie W. Brooks, III, CFP®, CLU, ChFC, AEP

Financial Design Associates

200 W Forsyth St
Jacksonville, FL 32202
Phone: (904) 382-3078
Fax: (904) 791-3422

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Retirement
  • Succession Planning

 

How Planner Charges

Considerations: Planning fees from $1,000 to $15,000

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