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
- Annuities
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
- Succession Planning
- Long-term Care
- Sudden Wealth
- Men's Finances
- Special Needs
- Women's Finances
How Planner Charges
Considerations: Prefer fee basis whenever possible
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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5440 N Oak Trfy
Ste 250
Kansas City
MO
64118-4782
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Select
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5440 N Oak Trfy
Ste 250
Kansas City
MO
64118-4782
|
|
Select
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|
5440 N Oak Trfy
Ste 250
Kansas City
MO
64118-4782
|
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