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Molly Bernet Balunek, CFP®

Inverness Investment Group

2000 Auburn Dr
Ste 440
Beachwood, OH 44122
Phone: (216) 839-5134

Toll-free: (866) 635-0388

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Household Income Minimum: $100,000
Investable Asset Minimum: $750,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: I manage investment portfolios on a percentage of assets and/or provide financial planning consulting on a fixed fee/retainer basis.

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