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Carrie D. Wilson, CFP®, CDFA™

Allegiant Wealth Management

10000 N Central Expressway
Ste 1200
Dallas, TX 75231
Phone: (972) 348-6391

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • 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.