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You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP® professional can help you. Select the category that best describes you, and learn what a CFP® professional can do for you. Ten Questions to Ask Your Financial Advisor
Increased sophistication from scammers makes it more important than ever to be educated on ways to protect the elderly from financial abuse.
Saving strategies for the self-employed can be more difficult with cash flow to think about. With proper saving strategies in place, saving for the future can be easier.
What is a 529 plan? A 529 plan is an investment account with tax advantages used to pay for secondary and higher education expenses.
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