Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $50,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Investment Management
- Estate Planning
- Getting Divorced
- Getting Married
- Insurance
- Life Planning
- Retirement
- Succession Planning
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: Every case is customized to the client's needs, including the solution used and the compensation charged.
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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5775 Peachtree Dunwoody Rd
Ste C-260
Atlanta
GA
30342
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Select
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5775 Peachtree Dunwoody Rd
Ste C-260
Atlanta
GA
30342
|
|
Select
|
|
5775 Peachtree Dunwoody Rd
Ste C-260
Atlanta
GA
30342
|
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