About
Planning is such a challenge! My job is to make it easy for you. I provide personal financial planning advice for a simple fee to young adults in North and South Carolina through group classes, one-on-one planning and ongoing advice. Can't meet in person? That's OK! Virtual meetings work, too.
Address
8 Mischief Lane in Lake Wylie, SC 29710Info
Languages:
English
Year started:
2010
Reviews
Peer Endorsements
Best Answers
Q&A
Asked by an anonymous user
Before investing this money, you will want to
be sure that you first cover all your
emergency bases. Make sure that you have an
emergency account of anywhere between 3...
Q&A
Asked by Michael
Hi Michael! Congrats on having such low
balances on all your debts. An alternative for
you to consider might be to take out a low
rate home equity line of credit. You ...
Q&A
Asked by an anonymous user
Since you and your wife are still working, you
may be able to open a Roth IRA, which could be
advantageous, but you would still be limited
as to the total amount you c...
Specialties
- Education Savings
- Estate Planning
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
Credentials
Licenses
Series 65
Associations
Financial Planning Association
XY Planning Network
Certifications
