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Home > Financial Planner Directory > Minnesota > Saint Cloud > Cathy L. Juilfs, CEBS, AIFA®, CFP®

Cathy L. Juilfs, CEBS, AIFA®, CFP®

Planner List SAVED PLANNERS (0)

AIS Planning

3701 12th St N

Suite 103

Saint Cloud, MN 56303

Phone: (320) 252-6552

Fax: (320) 252-6534

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

Combination Fee/Commission

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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