Mountaineer Financial Planning Llc

Description

• Mountaineer Financial Planning specializes in working with people from all walks of life on an hourly, as needed, fee-only basis. Being compensated on a fee-only basis allows me to avoid the potential conflicts of interest of commission-based structures, which are often driven by sales of particular investment products. Our focus is on providing clients with an independent, objective consideration of the clients overall financial needs, and can be tailored to provide you with as much or as little financial planning advice as you need. The first step in establishing an advisory relationship is a free, no-obligation Get Acquainted meeting. This meeting is an opportunity for us to exchange information and for you to get an even better sense if we are the right financial planning firm for you. At the conclusion of this initial meeting, I will present you with a fee estimate for providing your requested financial planning services. There is no charge for this initial meeting and it does not obligate you to retain our services. To facilitate this meeting, prior to the meeting I ask that potential clients complete the Confidential Client Questionnaire, which you can print from my web site under the category of Client Forms.
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  Headquarters:410 Sixth Ave Po Box 607, Saint Albans, West Virginia, United States

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  Phone Number: +1 304-722-2065

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  Website: https://www.mountaineerfinancialplanning.com

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Mountaineer Financial Planning Llc

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• |  NAICS Code: 523930  |

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