Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Asset Allocation
- Investment Management
- Getting Married
- Retirement
How Planner Charges
Considerations: Financial planning fees are based on hourly rate; investment management fees based on a percentage 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.
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74 Merriland Ridge Rd
Wells
ME
04090
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74 Merriland Ridge Rd
Wells
ME
04090
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Select
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74 Merriland Ridge Rd
Wells
ME
04090
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