Certified financial planners, short CFP, receive their formal designation from the Certified Financial Planner Board of Standards, Inc. As certified financial planners, we help individuals like you manage your finances, investments, insurance, and taxes. This includes planning for retirement, saving for education expenses, and pursuing your financial goals.
A financial planner must demonstrate years of experience and formal education. We also have to follow a code of ethics. As a CFP, we have a fiduciary duty to make financial decisions with your best interest in mind. When you work with our certified financial planners, you can feel reassured that we are uniquely qualified to help you with your financial and investment decisions.
Our certified financial planners offer a wide range of services. We use financial and investment planning to help you set and pursue your goals. We can create a plan that allows you to build wealth, prepare for retirement, and save for college expenses. Here are some examples of services our financial planners can provide:
Unlike an accountant or CPA, a certified financial planner specializes in helping you plan for your future. While we analyze your current financial situation as a starting point, our focus is on helping you reach your financial goals using the resources you have available. We can manage your investments for you and keep you accountable with your financial goals.
It’s easy to earn money and even easier to spend it. Without a financial plan, most people live paycheck to paycheck. But if you want to reach your financial goals, financial planning is the most reliable way to get you there. When you have a financial plan in place, you know exactly how much you need to contribute towards your retirement savings and how soon you can retire. When you work with our team of financial advisors, we’ll make sure you’re on the right path.
If you don’t have experience in finance and insurance, you could use the help of a financial planner to pursue your financial goals. Our certified financial planners understand complex financial situations and can help you make the best decisions for yourself and your family. We’ll consider every aspect of your finances, which includes taxes and insurance, to protect your family and your wealth. Our financial planners have a fiduciary duty to act in your best interests, finding the financial solutions that allow you to pursue your goals.
Your accountant or CPA is only concerned with the past. Their expertise includes analyzing your financial data and reducing your tax burden based on the things that have already happened. Our certified financial planners can collaborate with your CPA and help you save more money by creating a tax planning strategy for the future. Financial planners also help with investments, insurance, and financial planning.
The greatest benefit of financial planning is utilizing your potential to pursue your goals. A financial plan allows you to take action towards your financial goals while minimizing your tax obligations. Our certified financial planners even help you protect your wealth by recommending the best insurance products for your situation.
Whether you’re struggling to pay off debt, trying to prepare for retirement, or saving for college, our financial planners can help you reach your financial goals by creating a plan that works for you. You’ll understand your financial situation and have a clear path to pursue your goals when you work with our certified financial planners.
Don’t wait to take charge of your finances. Our certified financial planners are here to help you pursue your financial goals. Whether you want to retire early or take a year off to travel the world, our team of financial advisors is ready to help you make it a reality. Schedule an appointment today to create your financial plan.