Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $100,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Real Estate
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Long-term Care
- Succession Planning
- Sudden Wealth
- Men's Finances
- Women's Finances
How Planner Charges
Considerations: Retirement, investment and estate planning focus
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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200 Ashford Center N
Ste 400
Atlanta
GA
30338-2669
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Select
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200 Ashford Center N
Ste 400
Atlanta
GA
30338-2669
|
|
Select
|
|
200 Ashford Center N
Ste 400
Atlanta
GA
30338-2669
|
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