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Diana Sturm, Ph.d.
Legacy Financial Planning, LLC
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We are a fee-only advisory firm. Never a conflict
of interest, as we do not work for insurance, brokerage, or mutual fund
companies.
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Lifestyle planning integrates
your life's dreams and goals with comprehensive planning to create a unique,
holistic plan.
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P.O. Box 850782
Mobile, AL 36685-0782
Email: info@plan-your-legacy.com
Web: http://www.plan-your-legacy.com/
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Legacy Financial Planning,
LLC will sit down and listen to you. We listen to your goals, your
level of risk comfort and your questions. We integrate your
taxes, insurance, real estate, college savings, investments, retirement,
and estate planning.
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Alabama Registered Investment
Advisor CRD#136012
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Your Money & Your Life
Frazin, James A., CFP®,
AIF
P.O. Box 78261
San Francisco, CA 94107
Phone: (415) 337-4566
Fax: (415) 337-4566
Email: jf@shibboleth.com
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Liane Warcup, CFP®
Clarus Financial Planning
Email: info@clarusplans.com
Phone: (630) 578-6684
Fax: (866) 525-6631
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Independent, objective financial
planning and advice
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Madelyn Moore, CFPTM,
AIF®
1020 SW Taylor # 770
Portland, OR 97205
Phone 503-.223-.4480
Toll free 800-893-8499
Fax 503-273-4202
Email: madeline@madelinemoore.com
Web: http://www.madelinemoore.com/
Whatever your financial goals, we welcomes the opportunity
to assist you in understanding the path to your financial future.
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Sherrill
St. Germain, MBA, CFP®
New Means Financial Planning
P. O. Box 666
Hollis, NH 03049
Phone: (603) 465-3485
Fax: (603) 386-6037
Email: sstgermain@newmeans.com
Web Site: www.newmeans.com
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At New Means Financial Planning, we believe that
wherever you want to go, you’re more likely to get there if you start with
good map and head in the right direction. Our mission is to help you chart
your journey, quantify the resources it will require, and create a realistic
plan to get you moving towards your chosen destination(s).
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Richard
Dodson
Director of Group Sales
Mid Atlantic
Benefit Strategies LLC
Lighting Your Way to Financial
Growth and Security
999 Riverview Drive
Suite 301
Totowa, NJ 07512
Phone: 973-890-0800, ext. 50
Fax: 973-890-9592
Email: rich.dodson@margfinancial.com
Web: www.margfinancial.com
Member Companies:
Mid Atlantic Resource Group, LLC
Mid Atlantic Insurance Solutions,
LLC
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