Overview

My partner and I are CFP's with a holistic financial planning practice that focuses on developing a plan first and then implementing that custom plan. Our financial planning process covers all facets of one's financial life including investments, taxes, estate planning, insurance, social security, medicare, etc. We are looking to add a book of business to our practice to continue helping families in the local area.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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