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Why Use This Tool?

FPA PlannerSearch Participants:

Joseph A. Staub, CFP®

Summit Asset Management

5100 Wheelis Dr

Suite 107

Memphis, TN 38117

Phone: (901) 729-8100

Fax: (901) 729-8101

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

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.