- -Comprehensive Financial Planning
- -Retirement Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Zeiders Inc||1 year, 8 months||Oct 2017 - Present|
|Achievable Wealth, LLC||2 years, 10 months||Aug 2016 - Present|
|Metlife Securities Inc||1 year, 3 months||Apr 2015 - Jul 2016|
|Travis Credit Union||5 years, 2 months||Oct 2010 - Dec 2015|
|LPL Financial LLC||5 years, 2 months||Oct 2010 - Dec 2015|
|U.S. Bancorp Investments, Inc.||1 year, 11 months||Nov 2008 - Oct 2010|
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.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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
Achievable Wealth, LLC
$1.2MTotal Assets Under Management
N/ATotal Assets Under Advisement
$78.5KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees