Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $300,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Buying a Home
- Investment Management
- Estate Planning
- Mutual Funds
- Insurance
- Job Loss
- Retirement
- Starting a Family
- Succession Planning
- Personal Taxes
How Planner Charges
Considerations: Size of investment portfolio and complexity of comprehensive financial planning advice
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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4665 Cornell Rd
Suite 160
Cincinnati
OH
45241
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Select
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4665 Cornell Rd
Suite 160
Cincinnati
OH
45241
|
|
Select
|
|
4665 Cornell Rd
Suite 160
Cincinnati
OH
45241
|
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