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FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Heritage Credit Union

2555 Shopko Drive
Madison, WI 53704
Phone: (608) 576-2223
Fax: (608) 244-5606

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties

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.