When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ 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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cERTIFIED FINANCIAL PLANNER™ Professionals near you
What Makes CFP® Professionals Different
When you choose a CERTIFIED FINANCIAL PLANNER™ 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.
Don't feel like your CFP® professional is putting your interests first? Any other issues? Let us know about it.
5 Financial Planning Options for Entrepreneurs and the Self-Employed
Starting a business can be fraught with pitfalls but also laden with financial opportunities. Entrepreneurs exchange the financial security of salaried employment for the adventure of growing a business. During the early stages of starting a business, the focus is on simply making the business viable. Once that is secure, a business owner has a menu of flexible options to choose from for a successful financial future. Here are five financial planning options to consider if you’re an entrepreneur or self-employed.
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More than three-quarters of adults over the age of 90 receive caregiving due to mental or physical limitations. Caregiving has a major impact on our economy — in 2021, family caregivers' unpaid contributions had an estimated value of roughly $600 billion. If you anticipate becoming a full-time caregiver to one of your family members, whether due to disability, illness, or aging, it is imperative that you plan ahead for the expenses. Here are three things you must consider before you become a full-time caregiver.
Are You Saving Enough? 5 Tips to Ease Your Worries
In today's ever-changing economic landscape, financial stability is a top concern for many families. Saving money is a critical step toward achieving stability, but the prospect of saving enough can often lead to significant stress. But with financial planning, you can ease your worries and pave the way for a more secure financial future. We offer five effective tips to develop a strong savings plan.