Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $300,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Mutual Funds
- Retirement
- Sudden Wealth
How Planner Charges
Considerations: Fee quoted for development of Financial Plan. Also clients may choose fee-only method is they so desire at a charge of 1% to 1.5% of Assets under Advisement depending on size of portfolio/s.
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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205 E Main St
Clinton
MS
39056
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205 E Main St
Clinton
MS
39056
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Select
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205 E Main St
Clinton
MS
39056
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