CFP

4 key reasons; Education - Ethics - Exam - Experience.

When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. The course load is extensive, the exams are thorough and they must have extensive experience working in the practice areas. Most important, a CFP® professional has made a commitment to the CFP Board to act in the best interests of their client. CERTIFIED FINANCIAL PLANNING PRACTIONERS have demonstrated the knowledge required to deliver holistic financial planning. They meet the legal standard of a fiduciary.

We work as a team to provide comprehensive financial, retirement, tax, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art technology. We can help implement solutions to address your individual needs as well as help you stay on course.

If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.