Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Getting Married
- Job Loss
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Long-term Care
- Succession Planning
- Sudden Wealth
- Medical & Health Issues
- Nontraditional Households
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: We help a special group of clients achieve their most important financial goals so they can achieve a wildly thriving and vibrant life. We are experts in identifying what truly matters to you & then design & implement a unique comprehensive life plan.
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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3121 University Dr
Ste 100
Auburn Hills
MI
48326-4606
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Select
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3121 University Dr
Ste 100
Auburn Hills
MI
48326-4606
|
|
Select
|
|
3121 University Dr
Ste 100
Auburn Hills
MI
48326-4606
|
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