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Why Chose a Certified Financial Planner?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled the CFP Board's rigorous requirements can call themselves a CFP® professional. Look for the CFP® mark.

What a Certified Fiancial Planner can do for You.

No matter where you are in life, CFP® professionals know how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

Planning is a Process. Not a One Time Event

A financial plan is an analysis, a snapshot in time.

Ongoing financial planning is where you evaluate trade-offs and make decisions that will improve your financial situation.

Today more than ever, Certified Financial Planner™ professionals are an essential resource. From budgeting, planning for retirement, saving for education, tax planning and insurance coverage, “finances” doesn’t mean one thing for most Americans—and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. We are here to help guide you.

download the CFP board consumer guide to financial planning