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Alan Moore, MS, CFP®

Serenity Financial Consulting, LLC

4447 N. Oakland Ave.
Milwaukee, WI 53211
Phone: (414) 455-5313

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Starting a Family
  • Nontraditional Households

 

How Planner Charges

Considerations: Hourly based financial planning

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