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Gerald B. Ahern, CFP®

Ahern Wealth Mgt. Inc.

19824 W Catawba Ave
Ste G202
Cornelius, NC 28031-0518
Phone: (980) 253-8787
Fax: (704) 749-8681

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Corporate Finance
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • 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.