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Home > Financial Planner Directory > Ohio > Dayton > Sandra K. Pierce, CPA, CFP®

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Sandra K. Pierce, CPA, CFP®

Parker Carlson & Johnson

7812 McEwen Rd
Ste 400
Dayton, OH 45459
Phone: (937) 223-0600
Fax: (937) 461-6691

Toll-free: (888) 223-0600

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Government & Military
Getting Married
Mutual Funds
Real Estate
Insurance
Job Loss
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Sudden Wealth
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Fee Only

Considerations: For assets under management over $600k, no additional fees for financial planning. Under that level, may need to charge an minimum fee level depending on amount of financial planning requested.

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