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.
How Our Certified Financial Planners Can Help
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:
- Retirement planning
- Education planning
- Tax planning
- Insurance planning
- Investment management
- Financial planning
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.
Why Financial Planning Matters
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.
Why You Should Work with a Financial Planner
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.