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Financial Advisors in Durango, Colorado (La Plata County)

Visit Integrated Financial Planning, PC

I offer comprehensive fee-only financial planning services that can fit in anyone's budget since I have several 'self-help' courses available as well as my hourly planning and investment management services.

Highlights: Fee Only, 401K Consulting, Mutual Funds, Certified Financial Planner, Women's Issues, Retirement Distribution Plan, CFP ®, Investment Policy Statements, CPA, Asset Protection, Sustainability, Wealth Management, Middle Income, Divorce Planning, Socially Responsible Investments, Job Transition Coaching, Professional Wealth Management, Business Planning, Charitable Planning, Family Financial Planning

An independent fee-only SEC registered investment advisor. Certified Financial Planner since 1986. Wealth Managment services specializing in Closed End Funds.

Highlights: Certified Financial Planner, Closed End Funds, Independent Investment Advisor, Professional Wealth Management, Young Investors, Income Tax Planning, Women's Issues, Business Planning, Mutual Funds, CPA, Special Needs Planning, Investment Consulting, Investment Services, Retirement Planning, Retirement Distribution Plan, Fiduciary, College Planning, Fee Only, Wealth Management, CFP ® is © Copyright Sudden Ventures, Inc. ( 0.071 secs on 06/20/24)

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