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Pamela S. Sandy, CFP®

CONFIANCE, LLC

600 Superior Avenue East
Ste 1300
Cleveland, OH 44114
Phone: (866) 987-8781
Fax: (866) 937-8781

Toll-free: (866) 987-8781

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Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Assets are managed on a fee-only basis. Commissions may be earned on fixed insurance products.

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