Shirley White-Stevens

ABOUT Shirley White-Stevens

Shirley White-Stevens is a Certified Financial Planner. She specializes in comprehensive financial planning including saving for college, retirement planning, social security planning, small business planning, investments and insurance planning and the needs of the entrepreneurial and professional woman. She has been a financial planner in Allen, TX for 20 years.

Designations

CFP® - Certified Financial Planner

Qualifications

CFP

Licensed - Yes

License No - Series 7, 24, 63, 1, 4

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Admissions Assistance
Essay Writing

Meetings Offered

My Office
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends