Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $250,000
Investable Asset Minimum: $750,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Limited Partnerships
- Irregular Income
- Getting Married
- Minority Financing
- Retirement
- Life Planning
- Startup
- Succession Planning
- Sudden Wealth
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: Fees may be based on a "per-project" basis, or as a percentage of the assets under management, depending on the services requested. There is no fee for the initial consultation.
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9100 S Dadeland Blvd
Ste 1701
Miami
FL
33156
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Select
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9100 S Dadeland Blvd
Ste 1701
Miami
FL
33156
|
|
Select
|
|
9100 S Dadeland Blvd
Ste 1701
Miami
FL
33156
|
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