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Retirement Planning CFP
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Degrees
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BS Management CFP, 7, 6, 66, Life & Health, LTC
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My Expert Service
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It's all about experience when it comes down to planning your golden years. I base all of my information on facts and not speculation. Bounce your financial ideas off of me FIRST. I have done over 500 financial plans....giving you the real world experience needed in todays market. Many planners out there are licensed but didn't make the commitment to get Certified. Let's answer those questions that are keeping you up at night. I am not "some guy in india", I am a professional that has a successful practice.
Professional Fees:
Chatting & live calls only, email for more information. If you would like a full financial plan those range from $500 -$2500 depending on complexity. Fee is waived if you become a client. $250k minimum liquid net worth, $50k minimum account size.
Not a cheap advisor because I don't give cheap advice. Consult with me first BEFORE you buy something from some guy with a slick pitch & no plan.
Good Advice Saves you THOUSANDS...
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Experience & Qualifications
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Helped over 500+ families design practical retirement income strategies
CFP(R)
Average client $800k-$15M over 50 yrs old
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Available Modes Of Communication
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email/chat
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Contact
Retirement Planning CFP
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