Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Mutual Funds
- Insurance
- Retirement
- Long-term Care
How Planner Charges
Considerations: The AUM fee is negotiable depending on the size of client's investment holdings under management and the level of financial planning and asset management services desired
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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1645 Indian Wood Cir
Ste 102
Maumee
OH
43537-4420
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Select
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1645 Indian Wood Cir
Ste 102
Maumee
OH
43537-4420
|
|
Select
|
|
1645 Indian Wood Cir
Ste 102
Maumee
OH
43537-4420
|
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