Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $80,000
Investable Asset Minimum: $300,000
Specialties
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Buying a Home
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Retirement
- Long-term Care
- Sudden Wealth
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.
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13 1/2 E Main St
Ste 212
Walla Walla
WA
99362
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Select
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13 1/2 E Main St
Ste 212
Walla Walla
WA
99362
|
|
Select
|
|
13 1/2 E Main St
Ste 212
Walla Walla
WA
99362
|
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