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Loic LeMener, CFA®, MBA, CFP®

KPLL Private Wealth, Inc.

14911 Quorum Dr
Suite 300
Dallas, TX 75254-7002
Phone: (972) 361-3839

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Household Income Minimum: $200,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Cross-border Planning
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs

 

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.