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.
Taking the (Life) Journey from Investing to Financial Planning
With a quick internet search, you’ll have no problem finding the basic principles and benefits of investing. Investing gives you the opportunity for financial gain but also the risk of losses. Investing usually has a higher potential for growth over the long term.
What LGBTQ+ Needs to Know Before Incorporating Insurance in a Financial Plan
Insurance should be accessible to everyone. All lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) people should be able to purchase insurance policies without issues, but we know that this is not the experience in our community. The meta description has a nice length.
How to Spend, Save and Invest an Inheritance
Research shows that people save about half their inheritance, and they spend, donate or lose (via investing) the rest. Often a person’s first thoughts after receiving an inheritance it to pay off existing debt or to make a large purchase.