Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $150,000
Investable Asset Minimum: $500,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Buying a Home
- Annuities
- Asset Allocation
- Business Taxes
- Corporate Finance
- Estate Planning
- Investment Management
- Limited Partnerships
- Mutual Funds
- Real Estate
- Insurance
- Job Loss
- Life Planning
- Retirement
- Stocks & Bonds
- Long-term Care
- Tangible Assets
- Starting a Family
- Succession Planning
- Sudden Wealth
- Medical & Health Issues
- Men's Finances
- Nontraditional Households
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: I provide a majority of my services as fee-only but have the flexibility to accomodate commission if that is desired.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
|
Select
|
|
10655 NE 4th St
Suite 704
Bellevue
WA
98004
|
|
Select
|
|
10655 NE 4th St
Suite 704
Bellevue
WA
98004
|
|
Select
|
|
10655 NE 4th St
Suite 704
Bellevue
WA
98004
|
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.
