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Claudia King, CFP®

Beacon Financial Advisors

8117 Preston Rd
Ste 300
Dallas, TX 75225
Phone: (214) 706-9393
Fax: (214) 706-9394

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Career Change
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • 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.