Paul Lemon (CFP®, CPA/PFS)

Paul Lemon focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

We believe that life is far too precious to waste on money worries and that the best way to minimize those worries is to give money our attention.

 

Money attentive-ness starts with a willingness to talk honestly about your financial concerns.  At Integrated Financial Planning we foster open and honest communication by setting each of our clients at ease.

 

Our emphasis is on you - not our systems and credentials.  All our resources are intended to support your quest for genuine financial freedom.

NAPFA Start Date

June 03, 1998

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This Office

8633 Hayes St Indianola, IA 50125-4852 Phone: (970) 259-6739

Other Offices

1800 E 3rd Ave Ste 103 Durango, CO 81301-5046 Phone: (970) 259-6739 Fax: (970) 375-6388