Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Minnesota > Saint Cloud > Cathy L. Juilfs, CEBS, AIFA®, CFP®
Find the Certified Financial Planner™
Who's right for you.

Cathy L. Juilfs, CEBS, AIFA®, CFP®

AIS Planning

3701 12th St N
Suite 103
Saint Cloud, MN 56303
Phone: (320) 252-6552
Fax: (320) 252-6534

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $2,500
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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