Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $400,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Business Taxes
- Career Change
- Cross-border Planning
- Estate Planning
- Investment Management
- Getting Divorced
- Life Planning
- Retirement
- Long-term Care
- Succession Planning
- Sudden Wealth
- Personal Taxes
How Planner Charges
Considerations: My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
601 North Belair Square
Suite 29
Evans
GA
30809
|
|
Select
|
|
601 North Belair Square
Suite 29
Evans
GA
30809
|
|
Select
|
|
601 North Belair Square
Suite 29
Evans
GA
30809
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.