When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CFP® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
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What Makes CFP® Professionals Different
When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. Learn more about the extensive certification process for becoming a CFP® professional.
How a CFP® Professional Can Help You
Whether you are seeking one-time advice or a more holistic roadmap for your financial future, a CFP® professional is your trusted guide in the process. Learn how partnering with a CFP® professional can provide you with confidence today and a more secure tomorrow.
Make sure you and your nest egg are ready for your later years.
Get ahead of tax season and potentially limit your tax liability.
Fine-tune investment strategies to enable a brighter financial future.
Take control of your credit and debt through careful planning.
Get informed on the types of insurance that can provide the coverage you need.
Ease the burden on loved ones who may have to make decisions about your health or finances, and protect your beneficiaries.
your interests should come first
When you hire a CFP® professional, you are hiring a trusted advisor who has committed to CFP Board to putting your interests first. That’s because as part of their certification, a CFP® professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services. A CFP® professional can receive sanctions from CFP Board, and even risk losing their certification, for violating this standard.
Budgeting During Retirement
Congratulations, on making it to retirement! Now you have the time that you always wanted to do whatever you choose and focus on what brings you happiness. But the way your retirement looks to you at the beginning is not how it will look over time. Your retirement will evolve in phases as your priorities change.
Traditional IRA vs. Roth IRA: What You Need to Know
Traditional IRA vs. Roth IRA: What do I need to know to select the right one to match my family’s goals? People often ask me this question after they learn that I am a CERTIFIED FINANCIAL PLANNER™ professional. Let’s walk through the traditional vs. Roth IRA conversation.
New Job? What LGBTQ Women Need to Know About Combining Retirement Plans from Different Employers
In general, you’ll have two ways to combine your retirement plans and ideally increase your savings when starting a new job: Your new company may offer a 401(k) or a 403(b) plan that accepts rollovers. You might choose to roll over your plan into an IRA with a financial services firm of your choice.