- -Comprehensive Financial Planning
- -Retirement Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|University of Missouri, St Louis||14 years, 4 months||Jul 2005 - Present|
|Financial Planning Associates, Inc.||20 years, 11 months||Dec 1998 - Present|
|Financial Planning Associates, Inc||20 years, 11 months||Dec 1998 - Present|
|Royal Alliance Associates, Inc.||17 years, 6 months||Mar 1992 - Sep 2009|
|Carl D. Goodin Insurance Svcs.||34 years, 7 months||Feb 1981 - Sep 2015|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Financial Planning Associates, Inc.
$16.3MTotal Assets Under Management
N/ATotal Assets Under Advisement
$465.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees