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.
Don't feel like your CFP® professional is putting your interests first? Any other issues? Let us know about it.
Tips to Establish a Strong Financial Footing Upon Graduation
The best way to prepare for life after graduation is to begin to plan before you graduate. To establish a strong financial footing, you’ll need to answer a couple of key questions: Where will I live? How will I pay for my lifestyle?
Financial Strategies to Help Single Parents Plan for the Future
There are various financial strategies that can help single parents plan for the future. One key to having a successful single parenting life is to create a financial plan and stick to it. Working with a CERTIFIED FINANCIAL PLANNER™ professional can be a great way to start reaching your financial goals.
Budgeting to Best Serve Family Members with Disabilities
There are some tips that can help you budget efficiently to serve family members with disabilities, but before considering specific budgeting guidelines, families want to make sure they take advantage of help that’s available in dealing with the cost of disability.