Planning for Good - Karen Melo Ticas, CFP®

Description

If you want the peace of mind of making financial decisions with confidence, along with a simple process, we can help! Work with a CFP® professional that has a fiduciary duty. Learn how to protect your income and assets; ensure your loved ones are provided for should you die prematurely; compare your options for saving in volatile markets; and avoid making common mistakes when investing. We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse population, my practice specializes in financial planning for healthcare providers, busy professionals and the LGBTQ community.

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