Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $50,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Buying a Home
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Married
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Starting a Family
- Sudden Wealth
How Planner Charges
Considerations: Minimums waived for medical/dental students & residents.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
2725 Devine St
Suite 100
Columbia
SC
29205
|
|
Select
|
|
2725 Devine St
Suite 100
Columbia
SC
29205
|
|
Select
|
|
2725 Devine St
Suite 100
Columbia
SC
29205
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.