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Charlotte A. Adams, CFP®

Acm Money Methods Ltd

6001 Belpree
PO Box 7505
Amarillo, TX 79114-7505
Phone: (806) 353-8782
Fax: (806) 353-8788

Toll-free: (800) 753-8786

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Household Income Minimum: $50,000
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • 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.