Rutledge Financial Planning

Working direct with a CFP, CERTIFIED FINANCIAL PLANNER, TM help you with Financial Planning and Investment Management We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Our team is comprised of people with different kinds of life experience, but we all have this in common--a commitment to ethics and integrity.