Discover Financial Planning
Financial Services - Huntsville, AL, US
Discover Financial Planning Employees
Alan Markell
CERTIFIED FINANCIAL PLANNER(TM), IRS Enrolled Agent, and Accredited Financial Counselor(TM)
Discover Financial Planning Details
investment management and fee-based, comprehensive, personal financial planning. Help clients identify and clarify their short and long term financial goals, then create a written financial plan to meet these goals. These goals involve retirement funding, risk management, investment management, minimizing taxes, funding the college education of children, and estate planning. Develop a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and select appropriate investments compatible with the client's goals, needs, and attitude toward risk.
Discover Financial Planning Technologies
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