Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Banking
- Asset Allocation
- Corporate Finance
- Estate Planning
- Investment Management
- Limited Partnerships
- Employee Benefits
- Getting Divorced
- Irregular Income
- Getting Married
- Mutual Funds
- Real Estate
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Startup
- Succession Planning
- Tangible Assets
- Long-term Care
- Medical & Health Issues
- 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.
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3455 Peachtree Road NE
Suite 1000
Atlanta
GA
30326
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Select
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3455 Peachtree Road NE
Suite 1000
Atlanta
GA
30326
|
|
Select
|
|
3455 Peachtree Road NE
Suite 1000
Atlanta
GA
30326
|
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