Wealth Management services with the advantages of providing one source for Financial Planning, Investment Management and Tax Planning/Preparation. Over twenty five years experience in the personal finance and tax industry and work strictly on a Fee Only basis. No products are sold and ...more

Wealth Management services with the advantages of providing one source for Financial Planning, Investment Management and Tax Planning/Preparation. Over twenty five years experience in the personal finance and tax industry and work strictly on a Fee Only basis. No products are sold and commissions or any other compensation not paid directly by the clients are strictly forbidden. email: george@thefeeonlyplanner.com twitter: @feeonlyplanner phone: 877-580-7819 Wealth Management, Comprehensive, Financial, Planning, Retirement, Investment,Tax, Estate, Stock, Options, CFP, CPA, Finance, IRAs, IRA, Roth, Rollovers, Rollover, College, 529, mutual, fund, ETFs, ETF, exchange, traded, funds, muni, 1040, NAPFA, Fee Only, Indexingless