Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Annuities
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Divorced
- Irregular Income
- Mutual Funds
- Insurance
- Retirement
- Life Planning
- Long-term Care
- Succession Planning
- Sudden Wealth
- Special Needs
- Women's Finances
How Planner Charges
Considerations: We are a Comprehensive Wealth Management Firm working with clients who have investable assets of $250,000 to $5,000,000.
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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711 Chemawa Rd NE
Keizer
OR
97303
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Select
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711 Chemawa Rd NE
Keizer
OR
97303
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Select
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711 Chemawa Rd NE
Keizer
OR
97303
|
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