Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $15,000
Investable Asset Minimum: $10,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Asset Allocation
- Investment Management
- Limited Partnerships
- Employee Benefits
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
- Tangible Assets
- Succession Planning
- Sudden Wealth
How Planner Charges
Considerations: I help individuals and businesses plan for their future. This involves a thorough investigation into their present situation so that we can then research all available options for getting them to their future financial goal.
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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309 W Jefferson St
La Grange
KY
40031-1111
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309 W Jefferson St
La Grange
KY
40031-1111
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Select
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309 W Jefferson St
La Grange
KY
40031-1111
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