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John J. Pitlosh, CFP®

Investor Solutions

3109 Grand Ave
Unit 343
Miami, FL 33133
Phone: (305) 443-3339

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

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.