Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $150,000
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Getting Divorced
- Insurance
- Retirement
- Long-term Care
- Sudden Wealth
- Women's Finances
How Planner Charges
Considerations: Securities offered through LPL Financial, Member SIPC. www.sipc.org
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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6860 North Dallas Pkwy
Ste 200
Plano
TX
75024-4242
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Select
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6860 North Dallas Pkwy
Ste 200
Plano
TX
75024-4242
|
|
Select
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|
6860 North Dallas Pkwy
Ste 200
Plano
TX
75024-4242
|
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