Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $75,000
Investable Asset Minimum: $150,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Investment Management
- Estate Planning
- Employee Benefits
- Getting Divorced
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
- Succession Planning
- Sudden Wealth
- Special Needs
How Planner Charges
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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2232 NW 164th St
Edmond
OK
73013
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Select
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2232 NW 164th St
Edmond
OK
73013
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|
Select
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2232 NW 164th St
Edmond
OK
73013
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