Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Limited Partnerships
- Mutual Funds
- Irregular Income
- Real Estate
- Job Loss
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Tangible Assets
- Succession Planning
- Sudden Wealth
- Special Needs
- Personal Taxes
How Planner Charges
Considerations: Retirement, Investment, Tax Reduction and Estate Planning.
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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412 South 14th St
PO Box 510
Ponca City
OK
74601
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Select
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412 South 14th St
PO Box 510
Ponca City
OK
74601
|
|
Select
|
|
412 South 14th St
PO Box 510
Ponca City
OK
74601
|
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