Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Business Taxes
- Disaster Recovery
- Corporate Finance
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Divorced
- Irregular Income
- Mutual Funds
- Getting Married
- Real Estate
- Job Loss
- Insurance
- Life Planning
- Startup
- Retirement
- Stocks & Bonds
- Succession Planning
- Long-term Care
- Starting a Family
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: Modest Fees for Financial Planning Services, Asset Mgmt Fees for Investment Services provided, if products are purchased, commissions or fees may be earned.
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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20985 Lava Flow Lane
Bend
OR
97701
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Select
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20985 Lava Flow Lane
Bend
OR
97701
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Select
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20985 Lava Flow Lane
Bend
OR
97701
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