Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Life Planning
- Retirement
- Succession Planning
- Sudden Wealth
How Planner Charges
Considerations: Family Wealth Counseling is done as a fee only service
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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2632 S 11th St
Kalamazoo
MI
49009
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2632 S 11th St
Kalamazoo
MI
49009
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Select
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2632 S 11th St
Kalamazoo
MI
49009
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