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Erin M. Carper, CFP®

Carper Wealth Management, LLC

12600 Deerfield Pkwy
Ste 100
Alpharetta, GA 30004
Phone: (678) 566-3682
Fax: (678) 623-5308

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs

 

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.