Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $75,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Banking
- Buying a Home
- Career Change
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Married
- Mutual Funds
- Job Loss
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Sudden Wealth
- Medical & Health Issues
- Women's Finances
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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3604 Washington Rd
McMurray
PA
15317
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3604 Washington Rd
McMurray
PA
15317
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Select
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3604 Washington Rd
McMurray
PA
15317
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