DM Financial Planning
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Financial Services
 
 

Financial Planning Services can be provided when assets are placed under management for a fee.  

Individual financial planning issues can be addressed with an hourly or flat fee with an engagement for services. The charge will be based on the scope of the planning engagement and time required to complete the work.

There is no charge for the first consultation.

401k Optimizer-Personalized Advise for your 401k Investments
Asset Allocation/Portfolio Management
Business Succession Strategies
Education Funding
Estate Planning
Financial Planning
Individual or Business Retirement Planning
Investment Management Platforms
Portfolio Analysis
Wealth Preservation

© Copyright Debbie L. Montgomery, CFP. All Rights Reserved. For a free consultation, please contact Debbie in Atlanta.

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Doing business in Georgia and Florida. Holds series 7, 63 and 65 licenses.

Securities offered through Resources Horizons Group, L.L.C. Member FINRA, SIPC, MSRB
Advisory services offered through Resource Horizons Investment Advisory
1350 Church Street Ext. NE, 3rd Floor, Marietta, GA 30060 (770) 319-1970

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