Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $25,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Government & Military
- Employee Benefits
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
How Planner Charges
Considerations: I work to find the advice and services that best fit the needs of the client. Once I have made my suggestions I will fully disclose and explain how I would be paid if we worked together.
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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7007 College Boulevard
Suite 270
Overland Park
KS
66211
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Select
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7007 College Boulevard
Suite 270
Overland Park
KS
66211
|
|
Select
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7007 College Boulevard
Suite 270
Overland Park
KS
66211
|
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