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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