It’s never been more important for you to take a holistic approach – looking at your entire financial picture, not just one aspect or another. You're eager for advice about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Working with a Certified Financial Planner™ professional is assurance that as a credentialed expert I listen to you first and examine your total financial picture. As a CFP® professional I am bound to perform to high ethical and professional standards.
TheCFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 21 percent of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company.
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