Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $100,000
Specialties
- Comprehensive Financial Planning
- Asset Allocation
- Career Change
- Investment Management
- Employee Benefits
- Getting Divorced
- Job Loss
- Life Planning
- Retirement
- Long-term Care
How Planner Charges
Considerations: The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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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228 W Ash St
PO Box 312
Piqua
OH
45356
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Select
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228 W Ash St
PO Box 312
Piqua
OH
45356
|
|
Select
|
|
228 W Ash St
PO Box 312
Piqua
OH
45356
|
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