Ross Nettles (AIF®, CFP®, CPA, MBA, PFS™)
Ross Nettles focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Tax Planning. We integrate a client's Financial Plan, Investment Management, and Tax Planning into a holistic, customized approach to maximize returns and minimize taxes.NAPFA Start Date
October 25, 2021