MAB Financial Planning offers fee-only financial planning services to individuals and families. Marjorie Burnett helps clients with cash flow, debt management, insurance, retirement, education funding, estate, income tax, and investment planning. MAB Financial Planning focuses on helping clients align their money with their life goals, values, and priorities. MAB Financial Planning does not manage investments but provides investment advice as part of financial planning engagements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
MAB Financial Planning does not manage investments, but provides investment advice as part of the financial planning process. They do not have any assets under management.
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