Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Banking
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Cross-border Planning
- Career Change
- Estate Planning
- Investment Management
- Employee Benefits
- Government & Military
- Getting Divorced
- Mutual Funds
- Insurance
- Job Loss
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Succession Planning
- Sudden Wealth
- Medical & Health Issues
- Men's Finances
- Nontraditional Households
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: We are fee based portfolio managers and Certified Financial Planners
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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124 W Catellano Dr
Ste 101
El Paso
TX
79912
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Select
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124 W Catellano Dr
Ste 101
El Paso
TX
79912
|
|
Select
|
|
124 W Catellano Dr
Ste 101
El Paso
TX
79912
|
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