Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Government & Military
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
How Planner Charges
Considerations: Size of account ( i.e. greater than $1 million) frequency of contact, complexity of investment plan
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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501 Commendencia St
Ste 2
Pensacola
FL
32502-5953
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Select
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501 Commendencia St
Ste 2
Pensacola
FL
32502-5953
|
|
Select
|
|
501 Commendencia St
Ste 2
Pensacola
FL
32502-5953
|
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