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Susan M. Dingle, CFP®, ChFC®

Aventura Partners, LLC, an Independent Firm

4810 W Panther Creek Dr
Ste 102
The Woodlands, TX 77381
Phone: (281) 292-1635
Fax: (281) 292-2388

Toll-free: (877) 992-1340

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

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