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Home > Financial Planner Directory > Nevada > Las Vegas > Carolyn L. Lumley, CFP®, AAMS®
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Carolyn L. Lumley, CFP®, AAMS®

A to Z Asset Advisors, LLC

4441 Villa Toscano Ct
Las Vegas, NV 89141
Phone: (702) 888-4807
Fax: (702) 420-2998

Toll-free: (877) 252-6657

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Household Income Minimum: $25,000
Investable Asset Minimum: $10,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Full Service Retirement & Investment Planning including "Self-Directed" Retirement Plans

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