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Thread: CFP, Financial planner
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02-17-2007 11:35 AM #1
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CFP, Financial planner
Hello everyone,
I am a certified financial planner and financial planner (QC side).
I specialize in wealth creation. My clients receive full financial planner which integrates retirement, tax reduction, estate and investment planning. I am a one-stop shop for all of your financial needs.
Tom
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07-04-2009 12:09 PM #2
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- Baconatorboro
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With all of the impending downsizing, I also have had my fair share of experience with pension transfers and packages.
PM with any questions because information is always free.
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05-07-2013 07:19 PM #3
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Adding mortgages, life/disability/critical illness insurance to the mix.
Isn't it time that you had someone in your corner that puts your best interests first?
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