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Stephen J. Siegel, CFP®, AIF®

First Affirmative Financial Network

PO Box 32577
Pikesville, MD 21282-2577
Phone: (410) 764-6476
Fax: (410) 764-6476

Toll-free: (800) 600-0686

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Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: Fees - Planning: by retainer, hourly or by the job. Investment advice: hourly or % of assets under management.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.