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Jacob K. Sanders, CFP® ®

Leavitt Financial Group

4855 River Green Pkwy
Suite 330
Duluth, GA 30096
Phone: (678) 279-5490

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Household Income Minimum: $100,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.