Samuel Flaten (CFP®, ChFC®)
Samuel Flaten focuses in the
following client markets or areas of practice:
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
NAPFA Start Date
November 02, 2022