Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- Charitable & Planned Giving
- Asset Allocation
- Investment Management
- Estate Planning
- Employee Benefits
- Insurance
- Retirement
- Stocks & Bonds
- Succession Planning
- Long-term Care
- Personal Taxes
How Planner Charges
Considerations: Graded fee schedule with annual management fee decreasing with assets in excess of $1 million.
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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11905 Kingston Pike
Knoxville
TN
37934
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Select
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11905 Kingston Pike
Knoxville
TN
37934
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Select
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11905 Kingston Pike
Knoxville
TN
37934
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