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Paul J. Carroll, CFP®

Efficient Wealth Management LLC

8505 Technology Forest Pl
#104
The Woodlands, TX 77381-1158
Phone: (281) 528-1200

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth
  • Nontraditional Households

 

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.