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.
Financial Planning Strategies When Making a Career Change
Financial planning is extremely important when considering a career change. Changing careers can involve much more than taking on new responsibilities with a new company. It can also entail adjusting your financial planning strategy as it pertains to your savings and retirement planning.
Work with a CERTIFIED FINANCIAL PLANNER™ Professional to Reach Your Financial Goals in 2022
Start the new year right by taking control of your financial situation. Working with a certified financial planner professional can help you achieve your financial goals. A certified financial planner can help you create a holistic plan to achieve your goals and check in regularly to ensure you stay on track
10 Financial Planning and Tax Strategies to Prepare for 2022
As the end of December nears, 2021 is coming to a close. Hopefully this means that you have been following your holiday budget and have already started to save for next year’s holiday season. As you prepare for the new year, now is a good time to create a financial plan to help meet your financial goals.