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Home > Financial Planner Directory > Texas > Round Rock > Susan P. Lipscomb, CPA, CFP®

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Susan P. Lipscomb, CPA, CFP®

Argent Wealth Management, Inc.

2251 Double Creek Dr
Suite 606
Round Rock, TX 78664
Phone: (512) 238-6883

Saved in Saved Planners

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

Specialties

Attending College
Budget & Debt Management
Comprehensive Financial Planning
Investment Management
Employee Benefits
Retirement
Sudden Wealth
Personal Taxes
Women's Finances

How Planner Charges

Fee Only

Considerations: Wealth Management Service $5k + .25% of AUM per year, Investment Advisory Service $3.5k + .25% AUM per year. See www.awmtx.com for more details.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.