Integrated Financial Planning, PC / Financial Advisor in Durango, Colorado

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.

Specialties

401K Consulting Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning CPA Debt Management Divorce Planning Estate Planning Family Financial Planning Fee Only Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Job Transition Coaching Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Special Needs Planning Sustainability Wealth Management Women's Issues Young Investors
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